Kingsview Wealth Management, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1791965
GRANTS PASS, OR
All Filings in FPEI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $7,086,126 | 372,954 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 FPEI | $6,888,859 | 355,279 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 FPEI | $6,258,075 | 323,582 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 FPEI | $5,705,526 | 300,449 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FPEI | $5,141,191 | 274,930 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 FPEI | $4,769,229 | 255,039 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 FPEI | $4,304,480 | 225,720 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 FPEI | $4,055,508 | 220,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 FPEI | $3,651,597 | 200,417 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 FPEI | $3,276,280 | 183,751 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||