Welch & Forbes LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 105495
Boston, MA
All Filings in FPEI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $2,674,649 | 140,771 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 FPEI | $2,789,445 | 143,860 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 FPEI | $2,820,855 | 145,856 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 FPEI | $2,785,984 | 146,708 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 FPEI | $2,743,439 | 146,708 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 FPEI | $3,275,323 | 175,151 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 FPEI | $3,349,264 | 175,630 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 FPEI | $3,226,323 | 175,630 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 FPEI | $3,185,511 | 174,836 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 FPEI | $3,145,639 | 176,424 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 FPEI | $3,048,933 | 180,624 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 FPEI | $3,043,514 | 180,624 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 FPEI | $3,192,952 | 190,624 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 FPEI | $3,321,012 | 186,469 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 FPEI | $3,778,384 | 220,314 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 FPEI | $4,893,962 | 276,183 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 FPEI | $6,716,221 | 346,197 | Shares | Other | 2022-04-25 | |
| 2021-12-31 FPEI | $7,096,037 | 347,845 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 FPEI | $7,198,094 | 348,576 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 FPEI | $6,902,704 | 333,948 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 FPEI | $5,856,212 | 289,053 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 FPEI | $4,398,595 | 215,829 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 FPEI | $960,492 | 49,561 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||