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
SIA
101
Soltis Investment Advisors
Utah
$2.23M -$5.6M -293,349 -72%
WS
102
Wedbush Securities
California
$2.22M -$626K -32,782 -22%
SFPG
103
Stonebridge Financial Planning Group
Florida
$2.21M +$97.8K +5,119 +5%
RCA
104
Reitz Capital Advisors
Michigan
$2.21M +$1.87M +97,736 +560%
CCG
105
Cypress Capital Group
Florida
$2.21M +$386K +20,210 +21%
AP
106
Agilis Partners
Massachusetts
$2.19M
CWM
107
Concentrum Wealth Management
California
$2.17M +$51K +2,671 +2%
SEIA
108
Signature Estate & Investment Advisors
California
$2.11M -$184K -9,649 -8%
CCP
109
Corient Capital Partners
California
$2.1M +$319K +16,721 +18%
RCIM
110
Red Cedar Investment Management
Michigan
$2.05M
IIC
111
Ironwood Investment Counsel
Arizona
$2.02M +$239K +12,520 +14%
AFM
112
Andesa Financial Management
Pennsylvania
$1.94M +$1.93M +101,240 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$1.92M +$210K +11,004 +12%
JCM
114
Jacobsen Capital Management
Utah
$1.91M -$745K -39,022 -28%
NRI
115
NFP Retirement Inc
California
$1.87M +$215K +11,259 +13%
BEI
116
Benjamin Edwards Inc
Missouri
$1.86M -$398K -20,866 -18%
QWM
117
QP Wealth Management
New Jersey
$1.82M -$19.4K -1,015 -1%
DC
118
Davenport & Co
Virginia
$1.82M +$96.7K +5,064 +6%
VA
119
Valmark Advisers
Ohio
$1.78M +$512K +26,833 +40%
LSPW
120
Lake Street Private Wealth
Illinois
$1.78M +$39.2K +2,054 +2%
AP
121
Americana Partners
Texas
$1.78M +$294K +15,404 +20%
ASN
122
Advisory Services Network
Georgia
$1.76M +$312K +16,354 +22%
AIFAIM
123
American Institute for Advanced Investment Management
Arizona
$1.76M +$34K +1,782 +2%
VIM
124
Vista Investment Management
Pennsylvania
$1.73M +$488K +25,560 +40%
PPA
125
Parametric Portfolio Associates
Washington
$1.7M +$13.6K +714 +0.8%