Focus Partners Wealth
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1542153
ST LOUIS, MO
All Filings in FPEI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $2,286,669 | 120,351 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FPEI | $2,335,137 | 120,430 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 FPEI | $2,693,984 | 139,296 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FPEI | $1,936,315 | 101,965 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FPEI | $1,902,126 | 101,718 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 FPEI | $1,752,190 | 93,700 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 FPEI | $562,870 | 29,516 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||