Visionary Wealth Advisors
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1802984
O'FALLON, IL
All Filings in FPEI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $1,966,728 | 103,512 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 FPEI | $1,876,816 | 96,793 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 FPEI | $1,997,280 | 103,272 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 FPEI | $3,343,075 | 176,044 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 FPEI | $1,378,732 | 73,729 | Shares | Sole | 2025-05-14 | |
| 2024-03-31 FPEI | $1,561,690 | 85,713 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 FPEI | $1,544,202 | 86,607 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||