Steward Partners Investment Advisory, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1723397
STAMFORD, CT
All Filings in FPEI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $1,519,658 | 79,982 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 FPEI | $1,563,183 | 80,618 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 FPEI | $1,527,918 | 79,003 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FPEI | $1,553,533 | 81,808 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 FPEI | $1,539,440 | 82,323 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 FPEI | $1,514,513 | 80,990 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 FPEI | $1,428,648 | 74,916 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 FPEI | $1,316,063 | 71,642 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 FPEI | $1,300,780 | 71,393 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FPEI | $985,214 | 55,256 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 FPEI | $710,985 | 42,120 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 FPEI | $682,088 | 40,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 FPEI | $642,010 | 38,329 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 FPEI | $4,826 | 271 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 FPEI | $40,740 | 2,100 | Shares | Sole | 2022-05-02 | |
| 2020-12-31 FPEI | $13,858 | 680 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||