Montis Financial, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1844314
WALTHAM, MA
All Filings in FPEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $34,519,447 | 1,816,813 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 FPEI | $33,649,910 | 1,735,426 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 FPEI | $30,336,356 | 1,568,581 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 FPEI | $208,377 | 10,973 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||