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
BPA
126
Beacon Pointe Advisors
California
$3M +$113K +6,277 +4%
B
127
Barings
North Carolina
$2.95M – – –
SIA
128
Soltis Investment Advisors
Utah
$2.93M +$464K +25,787 +19%
DWG
129
Darden Wealth Group
Michigan
$2.7M +$4.83K +268 +0.2%
MPIA
130
Milestones Private Investment Advisors
New York
$2.62M +$14.7K +818 +0.6%
HFS
131
Horizon Financial Services
North Carolina
$2.62M +$149K +8,270 +6%
CFM
132
Compass Financial Management
Florida
$2.54M +$2.55M +141,840 New
PG
133
Prostatis Group
Maryland
$2.49M -$104K -5,776 -4%
IA
134
IFP Advisors
Florida
$2.43M +$333K +18,502 +16%
IWA
135
Icon Wealth Advisors
Texas
$2.4M +$2.42M +134,295 New
CHC
136
City Holding Co
West Virginia
$2.4M -$280K -15,545 -10%
CIAS
137
Capital Investment Advisory Services
North Carolina
$2.38M +$58K +3,219 +2%
AMG
138
APS Management Group
California
$2.35M +$131K +7,294 +6%
APP
139
Avantax Planning Partners
Iowa
$2.33M +$89.8K +4,988 +4%
RDFA
140
Ritter Daniher Financial Advisory
Ohio
$2.24M -$7.87K -437 -0.3%
RFA
141
ROI Financial Advisors
Oregon
$2.23M +$47.7K +2,646 +2%
OIA
142
OneDigital Investment Advisors
Kansas
$2.16M -$16.4K -913 -0.8%
AWM
143
AE Wealth Management
Kansas
$2.15M -$193K -10,722 -8%
EWA
144
Etesian Wealth Advisors
Oregon
$2.08M -$196K -10,860 -9%
SB
145
Strategic Blueprint
Georgia
$2.05M -$11.4K -635 -0.6%
PIA
146
Perennial Investment Advisors
California
$2.03M +$124K +6,860 +6%
IAIM
147
International Assets Investment Management
Florida
$2.02M -$30.4K -1,687 -1%
AIC
148
Archer Investment Corporation
Indiana
$1.94M -$136K -7,535 -7%
WB
149
WesBanco Bank
West Virginia
$1.94M +$782K +43,400 +67%
GRP
150
Global Retirement Partners
California
$1.94M +$1.95M +108,245 New
4 5
6
7 8