Icon 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 108 filers reported holding FIRST TR INTER DUR PFD & IN in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Icon Wealth Advisors, LLC ownership history of FIRST TR INTER DUR PFD & IN
ValueSharesWeighting
Q2 2024$214,007
+2.2%
11,6880.0%0.02%0.0%
Q1 2024$209,449
+9.9%
11,6880.0%0.02%
-5.0%
Q4 2023$190,631
-71.0%
11,688
-70.0%
0.02%
-73.3%
Q4 2022$656,884
+101584.8%
38,9380.0%0.08%
-3.8%
Q3 2022$64638,9380.08%
Other shareholders
FIRST TR INTER DUR PFD & IN shareholders Q1 2023
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