Annex Advisory Services, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1542287
BROOKFIELD, WI
All Filings in FPEI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $19,484,823 | 1,025,517 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 FPEI | $18,852,470 | 972,278 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 FPEI | $17,474,540 | 903,544 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 FPEI | $15,969,678 | 840,952 | Shares | Sole | 2025-07-11 | |
| No filing history on record for this holder in this stock. | ||||||