Lakeridge Wealth Management LLC
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 2012028
MENTOR, OH
All Filings in FPEI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $1,390,952 | 73,208 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 FPEI | $1,525,663 | 78,683 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 FPEI | $1,560,738 | 80,700 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 FPEI | $1,506,172 | 79,314 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 FPEI | $1,450,222 | 77,552 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 FPEI | $1,403,883 | 75,074 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 FPEI | $1,368,672 | 71,771 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 FPEI | $1,323,540 | 72,049 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||