Kestra Advisory Services, 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 97 filers reported holding FIRST TR INTER DUR PFD & IN in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q3 2023$334,878
+48.6%
22,475
+54.7%
0.00%
+50.0%
Q2 2023$225,345
-4.7%
14,529
-3.0%
0.00%
-33.3%
Q1 2023$236,365
-22.7%
14,979
-17.4%
0.00%0.0%
Q4 2022$305,786
-99.9%
18,126
-41.8%
0.00%0.0%
Q3 2022$258,258,000
+84853.3%
31,130
+91.1%
0.00%0.0%
Q2 2022$304,000
+2.0%
16,287
+20.2%
0.00%0.0%
Q1 2022$298,000
+7.6%
13,550
+20.2%
0.00%0.0%
Q4 2021$277,000
-17.3%
11,274
-15.8%
0.00%0.0%
Q3 2021$335,000
+5.0%
13,383
+5.3%
0.00%
-25.0%
Q2 2021$319,000
+3.9%
12,712
-0.9%
0.00%0.0%
Q1 2021$307,000
-19.8%
12,825
-20.0%
0.00%0.0%
Q4 2020$383,000
-99.9%
16,025
+9.5%
0.00%
-33.3%
Q3 2020$315,000,00014,6400.01%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q2 2023
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