Beacon Financial Advisory LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1800502
Cleveland, OH
All Filings in FPEI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $970,045 | 51,055 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 FPEI | $1,695,888 | 87,462 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FPEI | $1,350,686 | 69,839 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 FPEI | $1,332,395 | 70,163 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 FPEI | $1,094,529 | 58,531 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 FPEI | $845,165 | 45,196 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 FPEI | $628,070 | 32,935 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 FPEI | $447,291 | 24,349 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||