We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
226
B. Riley Wealth Advisors
Florida
$720K +$45K +2,500 +7%
AO
227
Advisor OS
Illinois
$711K +$15.5K +859 +2%
BA
228
Ballew Advisors
Mississippi
$709K +$1.26K +70 +0.2%
MA
229
MJP Associates
Connecticut
$707K +$15.5K +859 +2%
IA
230
IFG Advisory
Georgia
$702K +$707K +39,245 New
CP
231
Creekside Partners
California
$700K +$378 +21 +0.1%
AWM
232
Accel Wealth Management
Iowa
$670K -$124K -6,867 -15%
SG
233
StoneX Group
New York
$663K -$154K -8,539 -19%
FPWM
234
FSB Premier Wealth Management
Iowa
$658K +$9.04K +502 +1%
WT
235
Whittier Trust
California
$651K +$401K +22,289 +160%
IAS
236
Insigneo Advisory Services
Florida
$639K +$463K +25,717 +257%
LI
237
LVZ Inc
Michigan
$626K +$63.1K +3,505 +11%
BIG
238
Brookwood Investment Group
Arizona
$625K -$16.6K -924 -3%
MW
239
Maia Wealth
Colorado
$619K -$77.2K -4,284 -11%
BFG
240
Berger Financial Group
Minnesota
$618K -$72K -3,998 -10%
MPCG
241
Matrix Private Capital Group
New York
$610K – – –
BAM
242
Belpointe Asset Management
Nevada
$602K +$210K +11,674 +53%
OFG
243
Opulen Financial Group
Virginia
$599K -$5.94K -330 -1%
TT
244
TI-Trust
Illinois
$596K -$25.9K -1,437 -4%
AWG
245
Altus Wealth Group
Colorado
$592K -$103K -5,700 -15%
CFWMA
246
Center for Wealth Management Advisory
Ohio
$568K – – –
TIA
247
TCFG Investment Advisors
California
$561K -$24.8K -1,376 -4%
SQA
248
Simon Quick Advisors
New Jersey
$556K +$8.05K +447 +1%
1IA
249
1834 Investment Advisors
Wisconsin
$556K – – –
CAC
250
Certified Advisory Corp
Florida
$549K +$3.08K +171 +0.6%
8 9
10
11 12