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 99 filers reported holding FIRST TR INTER DUR PFD & IN in Q3 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
Q2 2024$11,858
+5.0%
645
+2.4%
0.00%0.0%
Q1 2024$11,298
+12.5%
630
+2.3%
0.00%0.0%
Q4 2023$10,042
+12.0%
616
+2.3%
0.00%0.0%
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 Q3 2022
NameSharesValueWeighting ↓
Sterneck Capital Management, LLC 157,983$3,395,0002.87%
Bramshill Investments, LLC 443,928$9,540,0001.33%
Thomas J. Herzfeld Advisors, Inc. 79,019$1,704,0001.14%
Mathes Company, Inc. 61,950$1,331,0000.62%
Armor Investment Advisors, LLC 30,586$657,0000.56%
Shaker Financial Services, LLC 38,800$834,0000.45%
DELTA CAPITAL MANAGEMENT LLC 21,780$468,0000.38%
Cooper Financial Group 56,834$1,221,0000.35%
FIRST FINANCIAL CORP /IN/ 19,294$415,0000.35%
RDA Financial Network 32,006$688,0000.31%
View complete list of FIRST TR INTER DUR PFD & IN shareholders