FPF — FIRST TR INTER DUR PFD & IN

Ownership history in RDA Financial Network  ·  28 quarters on record

This page tracks every 13F SEC filing in which RDA Financial Network reported a position in FIRST TR INTER DUR PFD & IN (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.

Peak position
0.35% (2021 Q2)
Avg. % of fund
0.25%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 27,849 -305 -1.1% 0.12% $519K $18.37
2025 Q3 REDUCED 28,154 -1,014 -3.5% 0.13% $539K $18.33
2025 Q2 REDUCED 29,168 -1,000 -3.3% 0.15% $549K $17.62
2025 Q1 REDUCED 30,168 -85 -0.3% 0.17% $555K $16.83
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% Mathes Company, Inc. 3Y 7Y 0.12%
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