We are live on ! Find out more
FPEI icon

First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCMOK
26
United Capital Management of KS
Kansas
$3.29M +$563K +27,448 +20%
PWA
27
PCG Wealth Advisors
Kansas
$3.14M +$3.16M +154,288 New
Stifel Financial
28
Stifel Financial
Missouri
$3.06M +$867K +42,293 +39%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.73M -$25.9K -1,262 -0.9%
SWP
30
ShoreHaven Wealth Partners
New Jersey
$2.5M -$49.5K -2,416 -2%
TLP
31
Trinity Legacy Partners
Texas
$2.09M +$1.21M +59,107 +137%
FAIM
32
Financial Advocates Investment Management
Washington
$2.07M +$826K +40,263 +66%
PGAM
33
Princeton Global Asset Management
New Jersey
$1.92M +$1.11M +54,301 +136%
KCFA
34
Key Client Fiduciary Advisors
New Jersey
$1.84M +$1.85M +90,074 New
VIM
35
Vista Investment Management
Pennsylvania
$1.66M +$9.06K +442 +0.5%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.64M +$494K +24,092 +43%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.54M +$641K +31,264 +70%
WA
38
WESPAC Advisors
California
$1.45M -$261K -12,724 -15%
RPSA
39
Richard P. Slaughter Associates
Texas
$1.21M +$9.64K +470 +0.8%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.1M +$410 +20 +0%
CA
41
Cetera Advisors
Colorado
$1.08M +$379K +18,494 +54%
AWA
42
Arkadios Wealth Advisors
Georgia
$1.05M +$1.02M +49,778 +3,201%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$975K -$699K -34,069 -42%
TWM
44
Tradition Wealth Management
Minnesota
$948K +$296K +14,435 +45%
SG
45
StoneX Group
New York
$865K +$459K +22,367 +112%
BRWM
46
B. Riley Wealth Management
Tennessee
$850K
FHB
47
First Hawaiian Bank
Hawaii
$754K +$758K +36,961 New
CA
48
CoreCap Advisors
Michigan
$712K +$716K +34,903 New
PA
49
PSI Advisors
Florida
$693K +$697K +33,973 New
Truist Financial
50
Truist Financial
North Carolina
$684K +$204K +9,931 +42%