FPF β€” FIRST TRUST INT DUR PRF

Ownership history in Comprehensive Financial Planning, Inc./PA  Β·  6 quarters on record

AI Ownership Summary

Comprehensive Financial Planning, Inc./PA reported FIRST TRUST INT DUR PRF (FPF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows FPF at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FPF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Comprehensive Financial Planning, Inc./PA's position in FIRST TRUST INT DUR PRF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FPF was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Comprehensive Financial Planning, Inc./PA held FPF β€” position size vs. price
% of Fund (quarterly)    FPF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 46 β€” 0% 0.00% $810 2026-04-07 $17.81
2025 Q4 UNCHANGED 46 β€” 0% 0.00% $857 2026-02-11 $18.69
2025 Q3 UNCHANGED 46 β€” 0% 0.00% $881 2025-11-12 $18.30
2025 Q2 UNCHANGED 46 β€” 0% 0.00% $866 2025-08-08 $17.79
2025 Q1 UNCHANGED 46 β€” 0% 0.00% $845 2025-05-09 $16.43
2024 Q4 INITIATED 46 β€” β€” 0.00% $828 2025-01-29 $16.55

FAQ About Comprehensive Financial Planning, Inc./PA and FPF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Comprehensive Financial Planning, Inc./PA reported owning FPF?

Comprehensive Financial Planning, Inc./PA reported FPF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FPF position in Comprehensive Financial Planning, Inc./PA's portfolio?

The largest reported portfolio weight for FPF was 0.00% in 2025 Q1.

What is the latest reported FPF position on this page?

The most recent filing on this page is 2026 Q1, when Comprehensive Financial Planning, Inc./PA reported 46 shares, equal to 0.00% of portfolio, with an estimated market value of $810.

What does the chart on this FPF ownership page compare?

The chart compares Comprehensive Financial Planning, Inc./PA's quarterly FPF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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