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
First Trust Advisors
26
First Trust Advisors
Illinois
$4.57M +$104K +6,200 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.51M +$461K +27,494 +11%
KFI
28
Key Financial Inc
Pennsylvania
$4.34M +$2.77M +165,407 +180%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.87M -$404K -24,099 -9%
PWM
30
Peterson Wealth Management
Nevada
$3.85M -$272K -16,200 -7%
CCA
31
Clearwater Capital Advisors
Illinois
$3.85M -$158K -9,436 -4%
MFGM
32
Marshall Financial Group (Maryland)
Maryland
$3.8M +$221K +13,170 +6%
Renaissance Technologies
33
Renaissance Technologies
New York
$3.5M +$3.48M +207,495 New
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$3.32M +$1.46M +86,883 +79%
PFC
35
Phocas Financial Corp
California
$3.16M -$496K -29,595 -14%
WF
36
Welch & Forbes
Massachusetts
$3.04M -$168K -10,000 -5%
HSA
37
HBK Sorce Advisory
Pennsylvania
$2.94M -$78.4K -4,679 -3%
1W
38
1776 Wealth
Georgia
$2.83M +$80.4K +4,796 +3%
QWM
39
QP Wealth Management
New Jersey
$2.76M +$210K +12,546 +8%
PTP
40
Platform Technology Partners
New York
$2.31M -$10.1K -602 -0.4%
HighTower Advisors
41
HighTower Advisors
Illinois
$2.24M +$101K +6,036 +5%
VIM
42
Vista Investment Management
Pennsylvania
$2.12M +$423K +25,238 +25%
CAN
43
Cetera Advisor Networks
California
$2M +$1.33M +79,489 +202%
SPI
44
Sutton Place Investors
New York
$1.89M -$41.3K -2,461 -2%
WAM
45
Walker Asset Management
Missouri
$1.8M -$250K -14,900 -12%
IGWM
46
ICA Group Wealth Management
Colorado
$1.75M +$167K +9,951 +11%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.73M -$888K -52,948 -34%
UCMOK
48
United Capital Management of KS
Kansas
$1.72M -$202K -12,033 -11%
WA
49
Win Advisors
Florida
$1.67M +$2.13M +126,845 New
SPC
50
Sigma Planning Corp
Michigan
$1.65M +$220K +13,109 +15%