J.W. COLE ADVISORS, INC.
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1404763
TAMPA, FL
All Filings in FPEI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $1,506,149 | 79,271 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 FPEI | $3,328,468 | 171,659 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 FPEI | $3,366,455 | 174,067 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 FPEI | $2,878,029 | 151,555 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 FPEI | $854,197 | 45,679 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 FPEI | $2,048,304 | 109,535 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 FPEI | $1,979,561 | 103,805 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 FPEI | $1,455,822 | 79,250 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||