SHELTON WEALTH MANAGEMENT, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1903883
FORT WORTH, TX
All Filings in FPEI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $952,926 | 50,154 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 FPEI | $1,095,205 | 56,483 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 FPEI | $1,094,914 | 56,614 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 FPEI | $1,076,125 | 56,668 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 FPEI | $3,099,001 | 165,722 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 FPEI | $2,939,995 | 157,219 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 FPEI | $3,240,793 | 169,942 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 FPEI | $3,309,851 | 180,177 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 FPEI | $3,552,389 | 194,972 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 FPEI | $3,055,669 | 171,378 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 FPEI | $4,698,919 | 278,372 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 FPEI | $4,767,488 | 282,937 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 FPEI | $5,048,919 | 301,428 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 FPEI | $5,235,053 | 293,939 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 FPEI | $4,788,897 | 279,236 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 FPEI | $4,928,658 | 278,141 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||