PETERSON WEALTH MANAGEMENT
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1785144
SPARKS, NV
All Filings in FPEI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $95 | 5 | Shares | Sole | 2026-05-15 | |
| 2023-12-31 FPEI | $1,640,645 | 92,016 | Shares | Sole | 2024-02-22 | |
| 2023-09-30 FPEI | $3,432,210 | 203,330 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 FPEI | $3,851,185 | 228,557 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 FPEI | $4,099,679 | 244,757 | Shares | Sole | 2023-08-17 | |
| 2022-12-31 FPEI | $5,428,683 | 304,811 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 FPEI | $5,401,409 | 314,951 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 FPEI | $5,172,840 | 291,921 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 FPEI | $6,930,979 | 357,267 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 FPEI | $5,863,980 | 287,450 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 FPEI | $5,454,243 | 264,128 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 FPEI | $5,379,036 | 260,234 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 FPEI | $7,151,232 | 352,973 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 FPEI | $8,469,764 | 415,592 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 FPEI | $7,838,938 | 404,486 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 FPEI | $7,705,220 | 408,982 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 FPEI | $6,558,086 | 387,823 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||