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
CWM
301
Cornerstone Wealth Management
Missouri
$331K +$655 +36 +0.2%
BWM
302
BAM Wealth Management
Colorado
$324K +$12K +661 +4%
BWP
303
Balboa Wealth Partners
Arizona
$322K +$94.6K +5,195 +40%
GM
304
GeoWealth Management
Illinois
$321K +$329K +18,089 New
SRC
305
Shufro Rose & Co
New York
$314K
VCM
306
Vines Capital Management
Louisiana
$307K -$20.8K -1,142 -6%
EFG
307
Everest Financial Group
Minnesota
$304K +$311K +17,100 New
IAG
308
Investmark Advisory Group
Connecticut
$303K +$1.26K +69 +0.4%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$298K +$306K +16,787 New
HHCP
310
Hilton Head Capital Partners
South Carolina
$296K -$1.04K -57 -0.3%
CPIA
311
Cornell Pochily Investment Advisors
New York
$291K -$77.7K -4,267 -21%
Fisher Asset Management
312
Fisher Asset Management
Washington
$291K +$298K +16,376 New
APWA
313
Atlas Private Wealth Advisors
New Jersey
$290K +$297K +16,317 New
QP
314
Quartz Partners
New York
$286K
HA
315
Helium Advisors
Washington
$286K +$8.9K +489 +3%
DE
316
Diversified Enterprises
Delaware
$285K
SCA
317
Strathmore Capital Advisors
North Carolina
$285K +$819 +45 +0.3%
SAI
318
Savvy Advisors Inc
New York
$284K -$7.63K -419 -3%
PWM
319
Perigon Wealth Management
California
$277K -$98.2K -5,395 -26%
BNP Paribas Financial Markets
320
BNP Paribas Financial Markets
France
$276K -$2.28K -125 -0.8%
BW
321
BIP Wealth
Georgia
$275K
RFWA
322
RPg Family Wealth Advisory
Massachusetts
$275K -$2.66K -146 -0.9%
HAG
323
HighPoint Advisor Group
Illinois
$273K +$237 +13 +0.1%
SCI
324
Stableford Capital II
Arizona
$272K
VIM
325
Vista Investment Management
Pennsylvania
$272K +$1.82K +100 +0.7%