We are live on ! Find out more
FPE icon

First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
251
Breiter Capital Management
Florida
$869K -$216K -10,608 -20%
WWMSC
252
Wagner Wealth Management (South Carolina)
South Carolina
$865K +$428K +20,977 +97%
CFD
253
Creative Financial Designs
Indiana
$838K +$108K +5,276 +15%
NWA
254
Navis Wealth Advisors
New York
$813K
MFP
255
Meridian Financial Partners
Virginia
$792K +$82.7K +4,056 +11%
FWA
256
FSC Wealth Advisors
New York
$761K +$763K +37,449 New
AWM
257
Axxcess Wealth Management
California
$711K +$714K +35,014 New
BF
258
BOK Financial
Oklahoma
$691K -$216K -10,613 -24%
RIA
259
Realta Investment Advisors
Delaware
$679K +$60.6K +2,971 +10%
PPG
260
Peak Planning Group
Colorado
$675K +$7.56K +371 +1%
FPWM
261
FSB Premier Wealth Management
Iowa
$672K +$150K +7,351 +29%
TFS
262
Thoroughbred Financial Services
Tennessee
$655K +$448 +22 +0.1%
AWA
263
ARQ Wealth Advisors
Arizona
$653K +$42.2K +2,069 +7%
LWAC
264
Laurel Wealth Advisors (California)
California
$637K +$639K +31,363 New
Bank of New York Mellon
265
Bank of New York Mellon
New York
$619K +$96.3K +4,725 +18%
AFAS
266
Acorn Financial Advisory Services
Virginia
$619K +$318K +15,580 +105%
CFS
267
CRA Financial Services
New Jersey
$618K -$40.8K -2,000 -6%
Creative Planning
268
Creative Planning
Kansas
$612K -$17.5K -860 -3%
MWA
269
Meridian Wealth Advisors
Texas
$590K +$6.01K +295 +1%
MPCG
270
Matrix Private Capital Group
New York
$586K -$7.42K -364 -1%
CWA
271
Clarus Wealth Advisors
Arizona
$584K +$588K +28,858 New
VCM
272
Vivaldi Capital Management
Illinois
$583K
JCM
273
Jacobi Capital Management
Pennsylvania
$569K +$102K +4,986 +22%
GWANC
274
Guardian Wealth Advisors (North Carolina)
North Carolina
$566K +$568K +27,861 New
BZWA
275
Blue Zone Wealth Advisors
California
$560K -$1.04K -51 -0.2%