HCR Wealth Advisors - FIRST TR INTER DUR PFD & IN ownership

FIRST TR INTER DUR PFD & IN's ticker is FPF and the CUSIP is 33718W103. A total of 93 filers reported holding FIRST TR INTER DUR PFD & IN in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q1 2019$3,077,000
+16.8%
15,917
+5.0%
0.88%
+3.9%
Q4 2018$2,634,000
+0.9%
15,154
-1.0%
0.85%0.0%
Q3 2018$2,611,000
-89.9%
15,300
-98.7%
0.85%
-90.0%
Q2 2018$25,853,000
+879.3%
1,211,521
+7006.1%
8.48%
+826.1%
Q1 2018$2,640,000
+0.8%
17,049
-3.3%
0.92%
+0.1%
Q4 2017$2,619,000
+6.5%
17,6390.0%0.92%
-11.6%
Q3 2017$2,459,000
+4.5%
17,6390.0%1.04%
-10.9%
Q2 2017$2,352,000
+3.6%
17,639
-4.8%
1.16%
-0.1%
Q1 2017$2,270,000
+1.6%
18,532
-5.2%
1.16%
-1.5%
Q4 2016$2,235,00019,5451.18%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q3 2018
NameSharesValueWeighting ↓
Sterneck Capital Management, LLC 197,656$2,945,0741.97%
PETRA FINANCIAL ADVISORS INC 103,632$1,544,1171.29%
Shaker Financial Services, LLC 124,540$1,855,6460.86%
Eschler Asset Management LLP 35,000$521,5000.61%
Consolidated Portfolio Review Corp 154,064$2,295,5470.56%
DELTA CAPITAL MANAGEMENT LLC 31,260$4660.35%
Karpus Management, Inc. 677,947$10,101,4100.34%
Onyx Bridge Wealth Group LLC 61,214$912,0830.21%
RDA Financial Network 31,639$471,4210.20%
Penserra Capital Management LLC 615,726$9,1080.19%
View complete list of FIRST TR INTER DUR PFD & IN shareholders