Key Financial Inc
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1801720
WEST CHESTER, PA
All Filings in FPEI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $7,515,393 | 395,547 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 FPEI | $7,734,147 | 398,873 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 FPEI | $8,140,206 | 420,900 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 FPEI | $7,669,472 | 403,869 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 FPEI | $7,937,495 | 424,465 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 FPEI | $8,279,294 | 442,743 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 FPEI | $18,467,178 | 968,389 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 FPEI | $16,420,153 | 893,857 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 FPEI | $16,080,516 | 882,575 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 FPEI | $14,851,962 | 832,976 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 FPEI | $7,225,095 | 428,027 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 FPEI | $4,337,055 | 257,392 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 FPEI | $1,540,748 | 91,985 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||