Question 1

How many shares of FPF does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 24,440 shares of FPF (FIRST TR INTERM DUR & INC).

Question 2

What is Steward Partners Investment Advisory, LLC's FPF position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's FPF position is worth $444,068.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling FPF?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their FPF position (+1.5% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy FPF?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in FPF in 2019-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	24,440	+1.5%	$444,068	0.0%	$18.03	24
2026-Q1	Increased	24,086	+9.9%	$424,640	0.0%	$17.10	26
2025-Q4	Increased	21,914	+0.5%	$408,481	0.0%	$17.82	24
2025-Q3	Decreased	21,798	-7.8%	$417,435	0.0%	$17.78	0
2025-Q2	Increased	23,650	+0.5%	$445,089	0.0%	$17.09	24
2025-Q1	Increased	23,541	+0.5%	$432,914	0.0%	$16.32	24
2024-Q4	Decreased	23,416	-2.9%	$421,494	0.0%	$15.74	0
2024-Q3	Increased	24,119	+9.8%	$471,040	0.0%	$16.58	26
2024-Q2	Decreased	21,970	-8.0%	$403,586	0.0%	$15.25	0
2024-Q1	Increased	23,869	+0.4%	$427,726	0.0%	$14.53	24
2023-Q4	Increased	23,769	+158.6%	$387,672	0.0%	$13.02	38
2023-Q3	Increased	9,191	+0.5%	$136,939	0.0%	$11.52	22
2023-Q2	Decreased	9,148	-31.1%	$141,885	0.0%	$11.74	0
2023-Q1	Increased	13,269	+26.1%	$209,385	0.0%	$11.70	28
2022-Q4	Increased	10,521	+5.0%	$177,489	0.0%	$12.36	24
2022-Q3	Increased	10,021	+8.7%	$166,000	0.0%	$11.82	25
2022-Q2	Increased	9,221	+11.4%	$172,000	0.0%	$13.07	25
2022-Q1	Unchanged	8,275	0.0%	$182,000	0.0%	$15.10	0
2021-Q4	Decreased	8,275	-8.8%	$203,000	0.0%	$16.65	0
2021-Q3	Decreased	9,075	-14.2%	$227,000	0.0%	$16.64	0
2021-Q2	Decreased	10,575	-61.7%	$266,000	0.0%	$16.45	0
2021-Q1	Increased	27,582	+160.8%	$330.6M	0.0%	$15.44	50
2020-Q4	Decreased	10,575	-11.8%	$254,000	0.0%	$15.34	0
2020-Q3	Increased	11,991	+13.4%	$258,000	0.0%	$13.39	26
2020-Q2	Increased	10,575	+8.2%	$225,000	0.0%	$13.04	25
2020-Q1	Decreased	9,775	-0.4%	$174,000	0.0%	$10.70	0
2019-Q4	Increased	9,815	+11.8%	$231,000	0.0%	$13.98	26
2019-Q3	Increased	8,775	+52.0%	$207,000	0.0%	$13.70	32
2019-Q2	New	5,775	-	$131,000	0.0%	$12.94	31

FPF29 quarters

FPF
29 quarters