Independent Advisor Alliance
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1696899
CHARLOTTE, NC
All Filings in FPEI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $1,188,203 | 62,537 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 FPEI | $1,193,228 | 63,809 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||