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
AIC
51
Archer Investment Corporation
Indiana
$10.4M +$1.14M +55,264 +12%
GIA
52
Gladstone Institutional Advisory
Florida
$10.2M +$2.72M +131,754 +36%
CWM
53
Comprehensive Wealth Management
Washington
$10.1M -$226K -10,968 -2%
Citigroup
54
Citigroup
New York
$9.95M -$3.27M -158,373 -25%
SIM
55
SSI Investment Management
California
$9.7M +$2.22M +107,426 +29%
SWP
56
Summit Wealth Partners
Florida
$9.49M +$400K +19,396 +4%
CCMG
57
Clark Capital Management Group
Pennsylvania
$9.43M +$3.04M +146,998 +47%
PFA
58
Peak Financial Advisors
Colorado
$9.15M +$1.06M +51,105 +13%
Comerica Bank
59
Comerica Bank
Texas
$9.09M +$401K +19,437 +5%
PAG
60
Private Advisor Group
New Jersey
$9.05M +$2.65M +128,344 +41%
LFAS
61
Level Four Advisory Services
Texas
$8.91M -$3.25M -157,258 -27%
IWP
62
Icon Wealth Partners
Texas
$8.76M +$46.4K +2,249 +0.5%
UB
63
UMB Bank
Missouri
$8.68M -$1.28M -61,766 -13%
CA
64
Cetera Advisors
Colorado
$8.4M +$2.21M +107,205 +36%
First Trust Advisors
65
First Trust Advisors
Illinois
$8.37M -$1.83M -88,642 -18%
SFG
66
StrategIQ Financial Group
Indiana
$8.15M +$1.26M +61,024 +18%
BRWM
67
B. Riley Wealth Management
Tennessee
$7.95M +$1.41M +68,508 +22%
MWPCG
68
Measured Wealth Private Client Group
New Hampshire
$7.42M -$985K -47,697 -12%
SPIA
69
Steward Partners Investment Advisory
New York
$7.41M +$2.32M +112,313 +45%
QCIG
70
Quad-Cities Investment Group
Iowa
$7.25M +$457K +22,155 +7%
AO
71
Advisor OS
Illinois
$7.14M -$398K -19,295 -5%
OWA
72
Octavia Wealth Advisors
Ohio
$7.14M +$7.2M +348,801 New
KWM
73
Keebeck Wealth Management
Illinois
$7.03M
WFG
74
Wills Financial Group
Virginia
$6.97M +$270K +13,088 +4%
SWM
75
Stockman Wealth Management
Montana
$6.56M +$6.6M +319,519 New