CWM, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1535847
OMAHA, NE
All Filings in FPEI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $6,288,240 | 330,960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 FPEI | $4,727,650 | 243,819 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 FPEI | $4,624,252 | 239,103 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 FPEI | $3,576,500 | 188,336 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 FPEI | $3,085,481 | 164,999 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 FPEI | $2,989,213 | 159,851 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 FPEI | $2,638,525 | 138,360 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 FPEI | $1,149,355 | 62,567 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 FPEI | $891,832 | 48,948 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 FPEI | $615,866 | 34,541 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 FPEI | $342,562 | 20,294 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 FPEI | $26,656 | 1,582 | Shares | Sole | 2023-08-03 | |
| No filing history on record for this holder in this stock. | ||||||