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
NW
251
NewEdge Wealth
Pennsylvania
$498K -$260K -14,622 -34%
FFG
252
First Financial Group
North Carolina
$489K -$4.44K -250 -0.9%
GLA
253
Good Life Advisors
Pennsylvania
$489K -$1.44K -81 -0.3%
MWM
254
MGB Wealth Management
Texas
$475K – – –
HWM
255
HB Wealth Management
Georgia
$472K +$2.08K +117 +0.4%
CP
256
Creekside Partners
California
$472K +$5.24K +295 +1%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$459K -$64.8K -3,654 -12%
CCFM
258
Clear Creek Financial Management
Washington
$451K -$16.8K -947 -4%
SWM
259
SeaCrest Wealth Management
New York
$445K -$9.67K -545 -2%
ACA
260
Aptus Capital Advisors
Alabama
$441K – – –
GWANC
261
Guardian Wealth Advisors (North Carolina)
North Carolina
$441K – – –
VWM
262
Vermillion Wealth Management
Minnesota
$439K +$3.66K +206 +0.8%
APW
263
Aurora Private Wealth
New Jersey
$436K -$12K -674 -3%
APP
264
Avantax Planning Partners
Iowa
$435K -$335K -18,851 -43%
HNB
265
Huntington National Bank
Ohio
$435K – – –
FFN
266
Focus Financial Network
Minnesota
$434K – – –
BHBT
267
Burke & Herbert Bank & Trust
Virginia
$434K – – –
AIFAIM
268
American Institute for Advanced Investment Management
Arizona
$432K +$9.76K +550 +2%
SIA
269
Soltis Investment Advisors
Utah
$431K +$111K +6,252 +34%
SWM
270
Stockman Wealth Management
Montana
$426K +$35 +2 +0%
LI
271
LVZ Inc
Michigan
$425K +$11.8K +667 +3%
TF
272
Tudor Financial
Ohio
$423K +$2.2K +124 +0.5%
TLA
273
Tanglewood Legacy Advisors
Texas
$419K – – –
CWM
274
Concentrum Wealth Management
California
$415K -$219K -12,355 -34%
TW
275
TritonPoint Wealth
Maryland
$414K -$8.87K -500 -2%