TrueWealth Financial Partners
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1908108
BELLEVUE, WA
All Filings in FPEI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 FPEI | $2,159,580 | 111,376 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||