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
KWM
151
Kingsview Wealth Management
Oregon
$1.98M +$1.58M +76,516 +389%
QWM
152
QP Wealth Management
New Jersey
$1.98M -$21.8K -1,054 -1%
FWM
153
Frontier Wealth Management
Missouri
$1.95M +$1.59K +77 +0.1%
ACI
154
Alpha Cubed Investments
California
$1.94M +$1.65K +80 +0.1%
PAS
155
Park Avenue Securities
New York
$1.92M +$674K +32,663 +54%
GWM
156
Geneos Wealth Management
Colorado
$1.92M +$23.7K +1,149 +1%
QA
157
Quantitative Advantage
Minnesota
$1.91M +$23.8K +1,152 +1%
BRWA
158
B. Riley Wealth Advisors
Florida
$1.88M +$199K +9,646 +12%
PPA
159
Parametric Portfolio Associates
Washington
$1.86M -$113K -5,466 -6%
BEI
160
Benjamin Edwards Inc
Missouri
$1.85M +$30.3K +1,468 +2%
HCIA
161
Hochman Cole Investment Advisors
Illinois
$1.83M -$93.8K -4,542 -5%
APA
162
American Portfolios Advisors
New York
$1.8M -$909K -44,032 -33%
HWM
163
Holloway Wealth Management
Florida
$1.8M – – –
LA
164
LexAurum Advisors
Kansas
$1.79M +$45.1K +2,182 +3%
CCFM
165
Clear Creek Financial Management
Washington
$1.78M +$47.4K +2,296 +3%
MWA
166
Moser Wealth Advisors
Washington
$1.77M +$77.4K +3,747 +5%
CAMG
167
CWA Asset Management Group
Florida
$1.76M +$1.77M +85,873 New
AF
168
Advisornet Financial
Minnesota
$1.76M +$337K +16,315 +24%
CA
169
Claro Advisors
Massachusetts
$1.71M +$876K +42,412 +104%
AFM
170
Andesa Financial Management
Pennsylvania
$1.7M -$2.03M -98,381 -54%
HIS
171
Harvest Investment Services
Illinois
$1.65M -$16.8K -814 -1%
LWM
172
Laidlaw Wealth Management
New York
$1.64M +$1.65M +79,880 New
AFA
173
American Financial Advisors
Georgia
$1.62M -$376K -18,228 -19%
HR
174
Hardy Reed
Mississippi
$1.6M -$506K -24,500 -24%
GVAG
175
Great Valley Advisor Group
Delaware
$1.6M +$920K +44,553 +134%
5 6
7
8 9