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
QPW
201
Quantum Private Wealth
Florida
$899K -$159K -8,967 -15%
SB
202
Strategic Blueprint
Georgia
$883K +$47.3K +2,667 +6%
TA
203
TrueWealth Advisors
Alabama
$881K +$70.5K +3,977 +9%
RCIM
204
Red Cedar Investment Management
Michigan
$881K – – –
CPIA
205
Cornell Pochily Investment Advisors
New York
$857K -$28.3K -1,598 -3%
NWM
206
Northwest Wealth Management
Iowa
$823K +$1.47K +83 +0.2%
CIS
207
Custom Index Systems
New York
$758K +$743K +41,889 New
MW
208
Maia Wealth
Colorado
$740K +$730K +41,133 New
FHC
209
First Heartland Consultants
Missouri
$727K +$2.22K +125 +0.3%
IA
210
IFG Advisory
Georgia
$717K +$14.1K +793 +2%
AFP
211
Ausdal Financial Partners
Iowa
$706K +$1.44K +81 +0.2%
MPCG
212
Matrix Private Capital Group
New York
$678K – – –
MA
213
Mutual Advisors
Nebraska
$677K +$19.7K +1,113 +3%
FTS
214
Fifth Third Securities
Ohio
$664K -$52.9K -2,984 -8%
WI
215
Wintrust Investments
Illinois
$648K -$5.53M -311,815 -90%
KIA
216
Kraematon Investment Advisors
Massachusetts
$645K -$98.5K -5,553 -13%
OIM
217
Oder Investment Management
California
$645K -$17.9K -1,012 -3%
CCG
218
Cypress Capital Group
Florida
$639K -$6.21K -350 -1%
APP
219
Avantax Planning Partners
Iowa
$638K +$8.94K +504 +1%
PPP
220
Private Portfolio Partners
New Jersey
$627K +$615K +34,664 New
1IA
221
1834 Investment Advisors
Wisconsin
$608K -$194K -10,931 -25%
SIA
222
Soltis Investment Advisors
Utah
$607K +$49K +2,761 +9%
WC
223
Waterloo Capital
Texas
$605K -$63.6K -3,584 -10%
CCG
224
Coastwise Capital Group
California
$595K +$9.24K +521 +2%
SWM
225
Stockman Wealth Management
Montana
$587K -$12.5K -705 -2%
7 8
9
10 11