TWIN PEAKS WEALTH ADVISORS, LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 2006218
BURLINGAME, CA
All Filings in FPEI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $839,610 | 44,190 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 FPEI | $863,533 | 44,535 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 FPEI | $943,173 | 48,768 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 FPEI | $961,083 | 50,610 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 FPEI | $963,966 | 51,549 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 FPEI | $1,008,453 | 53,928 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 FPEI | $1,016,755 | 53,317 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 FPEI | $1,119,816 | 60,959 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 FPEI | $1,023,362 | 56,167 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 FPEI | $880,338 | 49,374 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||