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
JWCA
251
J.W. Cole Advisors
Florida
$450K -$69.9K -3,866 -13%
PTP
252
Platform Technology Partners
New York
$450K +$9.04K +500 +2%
FTCM
253
First Trust Capital Management
Illinois
$445K -$376K -20,812 -45%
BZWA
254
Blue Zone Wealth Advisors
California
$442K -$35.1K -1,945 -7%
BAAM
255
Baker Avenue Asset Management
California
$442K – – –
FPWM
256
FSB Premier Wealth Management
Iowa
$438K +$8.51K +471 +2%
PWS
257
Peterson Wealth Services
Utah
$435K -$586K -32,416 -56%
SFG
258
Summit Financial Group
West Virginia
$435K +$3.85K +213 +0.9%
LSA
259
Lansing Street Advisors
Pennsylvania
$434K -$47.9K -2,651 -10%
RIA
260
Realta Investment Advisors
Delaware
$430K -$195K -10,813 -30%
SW
261
SteelPeak Wealth
California
$424K -$658K -36,391 -60%
AWA
262
Acorn Wealth Advisors
Michigan
$412K +$433K +23,937 New
MA
263
Mezzasalma Advisors
New Jersey
$411K – – –
ARC
264
Advisor Resource Council
Texas
$409K +$429K +23,729 New
LSA
265
Lion Street Advisors
Texas
$401K -$74K -4,096 -17%
WPC
266
Wedmont Private Capital
Pennsylvania
$400K – – –
SFP
267
Strategic Financial Partners
Oregon
$398K -$3.47K -192 -0.8%
TSS
268
Two Sigma Securities
New York
$389K +$408K +22,573 New
CCB
269
Cutter & Co Brokerage
Missouri
$388K -$3.81K -211 -0.9%
SOS
270
Silver Oak Securities
Tennessee
$382K +$21.2K +1,174 +6%
LMKC
271
L.M. Kohn & Company
Ohio
$376K -$11.9K -656 -3%
CCP
272
Corient Capital Partners
California
$376K – – –
SDAM
273
Shulman DeMeo Asset Management
New York
$376K – – –
OCM
274
Objective Capital Management
Ohio
$370K -$57.8K -3,200 -13%
BCI
275
Brinker Capital Investments
Pennsylvania
$363K +$178K +9,841 +88%
9 10
11
12 13