FPF — FIRST TR INTER DURATN PFD &

Ownership history in Concord Wealth Partners  ·  3 quarters on record

This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in FIRST TR INTER DURATN PFD & (FPF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 211 +131 +163.8% 0.00% $4K $18.33
2025 Q2 UNCHANGED 80 — 0% 0.00% $2K $17.62
2025 Q1 INITIATED 80 — — 0.00% $1K $16.83
% of Fund (quarterly)    FPF price (monthly, adj. close)

Other funds also holding FPF

As of 2025 Q4 — sorted by position size

Rareview Capital LLC 0.93% Shaker Financial Services, LLC 3Y 7Y 0.62% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.45% Saxony Capital Management, LLC 0.32% Gridiron Partners, LLC 0.28% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 0.27% EJMK Ventures LLC 0.23% MGO ONE SEVEN LLC 3Y 7Y 0.15% Onyx Bridge Wealth Group LLC 3Y 0.13% RDA Financial Network 3Y 0.12%
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