Collaborative Wealth Managment Inc.
Position in FPEI — First Trust Institutional Preferred Securities and Income ETF
CIK 1896419
LAKE MARY, FL
All Filings in FPEI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FPEI | $487,521 | 25,659 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 FPEI | $3,206,524 | 165,370 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 FPEI | $1,732,593 | 89,586 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 FPEI | $765,790 | 40,326 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||