Geneos Wealth Management Inc. - 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 111 filers reported holding FIRST TR INTER DUR PFD & IN in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q3 2022$11,000
-89.9%
723
-87.8%
0.00%
-80.0%
Q2 2022$109,000
-15.5%
5,9060.0%0.01%
-16.7%
Q1 2022$129,000
-10.4%
5,9060.0%0.01%
+20.0%
Q4 2021$144,000
+188.0%
5,906
+191.7%
0.01%
+150.0%
Q3 2021$50,0000.0%2,0250.0%0.00%0.0%
Q2 2021$50,000
-62.7%
2,025
-62.7%
0.00%
-50.0%
Q1 2021$134,000
+179.2%
5,4250.0%0.00%
+100.0%
Q4 2020$48,000
+14.3%
5,425
+167.9%
0.00%0.0%
Q3 2020$42,000
+2.4%
2,0250.0%0.00%0.0%
Q2 2020$41,000
+20.6%
2,025
-0.2%
0.00%0.0%
Q1 2020$34,000
-27.7%
2,0290.0%0.00%
-33.3%
Q4 2019$47,0000.0%2,0290.0%0.00%0.0%
Q3 2019$47,000
+2.2%
2,0290.0%0.00%0.0%
Q2 2019$46,000
+4.5%
2,0290.0%0.00%0.0%
Q1 2019$44,000
+10.0%
2,0290.0%0.00%0.0%
Q4 2018$40,000
-7.0%
2,0290.0%0.00%0.0%
Q3 2018$43,000
+95.5%
2,029
+94.3%
0.00%
+50.0%
Q2 2018$22,000
-8.3%
1,0440.0%0.00%0.0%
Q1 2018$24,000
-4.0%
1,0440.0%0.00%0.0%
Q4 2017$25,0000.0%1,0440.0%0.00%0.0%
Q3 2017$25,0000.0%1,0440.0%0.00%
-33.3%
Q2 2017$25,0001,0440.00%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q4 2022
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