Ownership history in Concord Wealth Partners Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Concord Wealth Partners underperformed the S&P 500 by β20.3% annually on this FPF position. Average cost basis: $17.76. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 20.3% ann.
2 quarters analyzed
Best entry: $16.83 (2025 Q1) Β· Worst: $18.33 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size