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icono de FPEI

First Trust Institutional Preferred Securities and Income ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 382 M -USD 2.68 M -139,398 -0.7%
UBS Group
2
UBS Group
Switzerland
USD 193 M +USD 3.54 M +184,115 +2%
Bank of America
3
Bank of America
North Carolina
USD 116 M -USD 60.2 k -3,130 -0.1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
USD 103 M -USD 1.07 M -55,390 -1%
LPL Financial
5
LPL Financial
California
USD 86.9 M +USD 4.23 M +220,173 +5%
Chas P. Smith & Associates (CPS)
6
Chas P. Smith & Associates (CPS)
Florida
USD 45.8 M -USD 977 k -50,814 -2%
NewEdge Advisors
7
NewEdge Advisors
Louisiana
USD 43.8 M +USD 1.5 M +77,992 +4%
Raymond James Financial
8
Raymond James Financial
Florida
USD 40 M -USD 68.1 k -3,541 -0.2%
MF
9
Montis Financial
Massachusetts
USD 36.7 M +USD 1.67 M +87,045 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
USD 32.8 M +USD 2.17 M +112,776 +7%
Truist Financial
11
Truist Financial
North Carolina
USD 31 M +USD 2.65 M +137,870 +9%
Legacy Edge Advisors
12
Legacy Edge Advisors
New York
USD 24.3 M +USD 899 k +46,778 +4%
Fukoku Mutual Life Insurance
13
Fukoku Mutual Life Insurance
Japan
USD 24.3 M – – –
Annex Advisory Services
14
Annex Advisory Services
Wisconsin
USD 22.1 M +USD 2.32 M +120,692 +12%
Citizens Financial Group
15
Citizens Financial Group
Rhode Island
USD 19.2 M +USD 28.8 k +1,500 +0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 14.9 M +USD 1.29 M +67,050 +10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 13.6 M +USD 587 k +30,520 +5%
Essex LLC
18
Essex LLC
Illinois
USD 12.5 M +USD 37.9 k +1,972 +0.3%
APFP
19
Action Point Financial Planning
Michigan
USD 12.2 M +USD 12.2 M +632,338 Nuevas
IIA
20
Integral Investment Advisors
California
USD 12 M +USD 156 k +8,100 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
USD 10.5 M +USD 412 k +21,405 +4%
McAdam LLC
22
McAdam LLC
Pennsylvania
USD 10.4 M +USD 5.59 M +290,652 +117%
Geneos Wealth Management
23
Geneos Wealth Management
Colorado
USD 9.6 M +USD 223 k +11,572 +2%
Baird Financial Group
24
Baird Financial Group
Wisconsin
USD 9.08 M -USD 3.1 M -161,177 -26%
Park National Corp
25
Park National Corp
Ohio
USD 8.76 M +USD 6.12 M +318,029 +234%