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 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
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 Q3 2023
NameSharesValueWeighting ↓
Sterneck Capital Management, LLC 160,573$3,862,0002.90%
Bramshill Investments, LLC 640,129$15,395,0001.06%
MENLO ADVISORS LLC 45,000$1,082,0000.72%
Onyx Bridge Wealth Group LLC 36,993$890,0000.58%
Mathes Company, Inc. 58,450$1,406,0000.57%
Armor Investment Advisors, LLC 29,726$715,0000.50%
Global Trust Asset Management, LLC 29,576$711,0000.39%
DELTA CAPITAL MANAGEMENT LLC 22,630$544,0000.38%
FIRST FINANCIAL CORP /IN/ 19,347$465,0000.34%
RDA Financial Network 31,616$760,0000.34%
View complete list of FIRST TR INTER DUR PFD & IN shareholders