Steward Partners Investment Advisory, LLC - 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 106 filers reported holding FIRST TR INTER DUR PFD & IN in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q3 2023$136,939
-3.5%
9,191
+0.5%
0.00%0.0%
Q2 2023$141,885
-32.2%
9,148
-31.1%
0.00%
-33.3%
Q1 2023$209,385
+18.0%
13,269
+26.1%
0.00%0.0%
Q4 2022$177,489
+6.9%
10,521
+5.0%
0.00%0.0%
Q3 2022$166,000
-3.5%
10,021
+8.7%
0.00%0.0%
Q2 2022$172,000
-5.5%
9,221
+11.4%
0.00%0.0%
Q1 2022$182,000
-10.3%
8,2750.0%0.00%0.0%
Q4 2021$203,000
-10.6%
8,275
-8.8%
0.00%
-25.0%
Q3 2021$227,000
-14.7%
9,075
-14.2%
0.00%0.0%
Q2 2021$266,000
-100.0%
10,575
-61.7%
0.00%
-33.3%
Q1 2021$660,588,000
+259974.0%
27,582
+160.8%
0.01%0.0%
Q4 2020$254,000
-1.6%
10,575
-11.8%
0.01%
-14.3%
Q3 2020$258,000
+14.7%
11,991
+13.4%
0.01%
+16.7%
Q2 2020$225,000
+29.3%
10,575
+8.2%
0.01%0.0%
Q1 2020$174,000
-24.7%
9,775
-0.4%
0.01%
-14.3%
Q4 2019$231,000
+11.6%
9,815
+11.9%
0.01%0.0%
Q3 2019$207,000
+58.0%
8,775
+51.9%
0.01%
+40.0%
Q2 2019$131,0000.0%5,775
-4.9%
0.01%
-16.7%
Q3 2018$131,0000.0%6,0750.0%0.01%
-25.0%
Q2 2018$131,000
-7.1%
6,0750.0%0.01%
-20.0%
Q1 2018$141,000
-4.7%
6,0750.0%0.01%
-9.1%
Q4 2017$148,000
+164.3%
6,075
+164.1%
0.01%
+83.3%
Q3 2017$56,000
-1.8%
2,3000.0%0.01%0.0%
Q2 2017$57,000
+7.5%
2,3000.0%0.01%
-25.0%
Q1 2017$53,000
+1.9%
2,3000.0%0.01%
-66.7%
Q4 2016$52,0002,3000.02%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q3 2023
NameSharesValueWeighting ↓
Sterneck Capital Management, LLC 209,845$3,254,6961.99%
PETRA FINANCIAL ADVISORS INC 103,632$1,607,3321.44%
Shaker Financial Services, LLC 99,592$1,544,6720.68%
Consolidated Portfolio Review Corp 113,729$1,763,9440.42%
DELTA CAPITAL MANAGEMENT LLC 31,260$4850.33%
Karpus Management, Inc. 680,619$10,556,4010.33%
Mathes Company, Inc. 38,250$5930.26%
Onyx Bridge Wealth Group LLC 59,744$926,6240.22%
RDA Financial Network 32,439$503,1290.21%
INTEGRATED CAPITAL MANAGEMENT, INC. 12,927$200,4960.18%
View complete list of FIRST TR INTER DUR PFD & IN shareholders