BEACON FINANCIAL GROUP
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1591379
DALLAS, TX
All Filings in FPEI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $2,035,432 | 107,128 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 FPEI | $2,154,597 | 111,119 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 FPEI | $2,342,054 | 121,099 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 FPEI | $2,336,073 | 123,016 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 FPEI | $2,440,649 | 130,516 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 FPEI | $2,500,489 | 133,716 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 FPEI | $2,895,340 | 151,827 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 FPEI | $2,897,206 | 157,714 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 FPEI | $3,019,181 | 165,707 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 FPEI | $3,623,858 | 203,245 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 FPEI | $3,406,198 | 201,789 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 FPEI | $9,568,609 | 567,870 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 FPEI | $11,467,954 | 684,654 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 FPEI | $12,559,255 | 705,180 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||