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
Morgan Stanley
1
Morgan Stanley
New York
$628M +$83.8M +4,211,223 +16%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$250M +$1.78M +89,487 +0.7%
UBS Group
3
UBS Group
Switzerland
$189M +$25.7M +1,289,394 +16%
Bank of America
4
Bank of America
North Carolina
$159M +$17M +855,470 +12%
LPL Financial
5
LPL Financial
California
$87.2M +$13M +655,441 +18%
EVM
6
Eaton Vance Management
Massachusetts
$87.2M -$18.8M -946,535 -18%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$59.9M +$6.3M +316,650 +12%
TNBTD
8
Trustmark National Bank Trust Department
Mississippi
$55.2M +$683K +34,342 +1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$41.5M +$14.8M +743,893 +56%
RJA
10
Raymond James & Associates
Florida
$37.1M +$3.89M +195,525 +12%
MAP
11
Milestone Advisory Partners
North Carolina
$29.2M +$969K +48,670 +3%
Truist Financial
12
Truist Financial
North Carolina
$25.3M +$25.1M +1,260,315 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$22.7M
FAM
14
Flaharty Asset Management
Florida
$21.4M +$976K +49,047 +5%
Stifel Financial
15
Stifel Financial
Missouri
$21.3M +$1.07M +53,776 +5%
TC
16
Trilogy Capital
California
$19.3M -$3.81M -191,258 -17%
PNC
17
Park National Corp
Ohio
$19.1M +$5.86M +294,359 +45%
AG
18
Advisor Group
Arizona
$19M +$3.3M +165,972 +21%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$18.7M +$382K +19,194 +2%
BFG
20
Beacon Financial Group
Texas
$18.7M +$319K +16,013 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$16.4M +$1.07M +53,783 +7%
AAP
22
Arax Advisory Partners
Colorado
$16M +$84.1K +4,228 +0.5%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$15.6M +$15.5M +778,789 New
CTB
24
Country Trust Bank
Illinois
$14.9M +$2.03M +101,895 +16%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$14.6M +$2.27M +113,869 +19%