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
GSWM
126
Golden State Wealth Management
California
$504K +$495K +26,448 New
ASN
127
Advisory Services Network
Georgia
$499K +$280K +14,965 +133%
GIA
128
Gladstone Institutional Advisory
Florida
$497K +$488K +26,072 New
SVWA
129
Sound View Wealth Advisors
Georgia
$493K
FGAM
130
Financial Gravity Asset Management
Texas
$485K +$477K +25,470 New
FHC
131
First Heartland Consultants
Missouri
$484K +$55.5K +2,963 +13%
HCM
132
Hudson Capital Management
New Jersey
$476K -$56.2K -3,004 -11%
SPC
133
Sigma Planning Corp
Michigan
$458K +$21.5K +1,147 +5%
SS
134
Simplicity Solutions
Minnesota
$453K -$268K -14,319 -38%
CFGS
135
Concourse Financial Group Securities
Alabama
$442K +$18.8K +1,003 +5%
MFG
136
Magnus Financial Group
New York
$430K +$1.5K +80 +0.4%
AWM
137
AE Wealth Management
Kansas
$421K -$299K -15,982 -42%
UAS
138
United Asset Strategies
New York
$420K +$412K +22,020 New
IWA
139
IBEX Wealth Advisors
New Jersey
$417K -$8.5K -454 -2%
LWAC
140
Laurel Wealth Advisors (California)
California
$401K -$33.6K -1,794 -8%
CWM
141
Cornerstone Wealth Management
Missouri
$396K +$130K +6,960 New
RW
142
RVW Wealth
California
$395K +$388K +20,736 New
OC
143
Oppenheimer & Co
New York
$392K +$64.4K +3,439 +20%
M&T Bank
144
M&T Bank
New York
$389K -$161K -8,621 -30%
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$376K -$2.02K -108 -0.5%
UB
146
UMB Bank
Missouri
$372K +$17.6K +940 +5%
CCG
147
Cypress Capital Group
Florida
$363K +$356K +19,000 New
AAS
148
Avantax Advisory Services
Texas
$351K -$53.4K -2,854 -13%
ISB
149
Iowa State Bank
Iowa
$337K
PWM
150
PRW Wealth Management
Massachusetts
$324K +$318K +17,000 New