Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in FPEI — First Trust Institutional Preferred Securities and Income ETF

CIK 1510434 Seattle, WA

All Filings in FPEI

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 FPEI	$1,033,448	54,392	-8.9%	Shares	Sole	2026-05-04
2025-12-31 FPEI	$1,157,602	59,701	-8.6%	Shares	Sole	2026-01-16
2025-09-30 FPEI	$1,262,785	65,294	-3.8%	Shares	Sole	2025-11-10
2025-06-30 FPEI	$1,288,794	67,867	-5.9%	Shares	Sole	2025-07-21
2025-03-31 FPEI	$1,348,213	72,097	-10.5%	Shares	Sole	2025-05-08
2024-12-31 FPEI	$1,506,228	80,547	+0.1%	Shares	Sole	2025-01-22
2024-09-30 FPEI	$1,534,543	80,469	-1.9%	Shares	Sole	2024-11-01
2024-06-30 FPEI	$1,506,689	82,019	-5.6%	Shares	Sole	2024-08-09
2024-03-31 FPEI	$1,582,935	86,879	+2.2%	Shares	Sole	2024-05-07
2023-12-31 FPEI	$1,515,603	85,003	-1.2%	Shares	Sole	2024-02-06
2023-09-30 FPEI	$1,452,237	86,033	+12.6%	Shares	Sole	2023-11-03
2023-06-30 FPEI	$1,287,912	76,434	+20.3%	Shares	Sole	2023-08-11
2023-03-31 FPEI	$1,064,127	63,530	+7.6%	Shares	Sole	2023-05-09
2022-12-31 FPEI	$1,051,146	59,020	+49.6%	Shares	Sole	2023-02-08
2022-09-30 FPEI	$676,824	39,465	-35.7%	Shares	Sole	2022-11-03
2022-06-30 FPEI	$1,086,856	61,335	+45.6%	Shares	Sole	2022-08-02
2022-03-31 FPEI	$817,244	42,126	+27.3%	Shares	Sole	2022-05-13
2021-12-31 FPEI	$674,934	33,085	-8.1%	Shares	Sole	2022-02-14
2021-09-30 FPEI	$743,090	35,985	-0.7%	Shares	Sole	2021-11-02
2021-06-30 FPEI	$748,977	36,235	+1.4%	Shares	Sole	2021-08-12
2021-03-31 FPEI	$723,687	35,720	-21.8%	Shares	Sole	2021-05-17
2020-12-31 FPEI	$931,264	45,695	-4.9%	Shares	Sole	2021-02-12
2020-09-30 FPEI	$931,112	48,045	-0.2%	Shares	Sole	2020-11-12
2020-06-30 FPEI	$907,428	48,165	+60.0%	Shares	Sole	2020-08-12
2020-03-31 FPEI	$508,991	30,100	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.