SOA Wealth Advisors, 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 101 filers reported holding FIRST TR INTER DUR PFD & IN in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOA Wealth Advisors, LLC. ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q3 2023$8,966
-1.9%
602
+2.2%
0.00%0.0%
Q2 2023$9,138
+0.4%
589
+2.1%
0.00%0.0%
Q1 2023$9,105
-4.7%
577
+1.9%
0.00%
-33.3%
Q4 2022$9,554
+6.2%
566
+2.0%
0.00%0.0%
Q3 2022$9,000
-10.0%
555
+2.0%
0.00%0.0%
Q2 2022$10,000
-9.1%
544
+2.1%
0.00%0.0%
Q1 2022$11,000
-8.3%
533
+1.7%
0.00%0.0%
Q4 2021$12,0000.0%524
+1.6%
0.00%0.0%
Q3 2021$12,0000.0%516
+1.4%
0.00%0.0%
Q2 2021$12,0000.0%509
+1.6%
0.00%0.0%
Q1 2021$12,000
+9.1%
501
+1.0%
0.00%0.0%
Q4 2020$11,0004960.00%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q1 2022
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