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
$4.22M -$363K -21,294 -8%
MFGM
27
Marshall Financial Group (Maryland)
Maryland
$3.8M -$6.55K -384 -0.2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$3.78M +$465K +27,241 +14%
IIA
29
Integral Investment Advisors
California
$3.56M +$3.6M +211,167 New
BFG
30
Beacon Financial Group
Texas
$3.44M -$6.25M -366,081 -64%
PWM
31
Peterson Wealth Management
Nevada
$3.43M -$430K -25,227 -11%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$3.39M -$493K -28,868 -13%
WF
33
Welch & Forbes
Massachusetts
$3.05M
PFC
34
Phocas Financial Corp
California
$2.94M -$231K -13,530 -7%
1W
35
1776 Wealth
Georgia
$2.83M -$11.3K -662 -0.4%
QWM
36
QP Wealth Management
New Jersey
$2.7M -$65K -3,809 -2%
VIM
37
Vista Investment Management
Pennsylvania
$2.27M +$149K +8,707 +7%
PTP
38
Platform Technology Partners
New York
$2.21M -$97.4K -5,709 -4%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.14M -$106K -6,216 -5%
GCIM
40
Gunn & Company Investment Management
Florida
$2.07M +$2.1M +122,872 New
PAG
41
Private Advisor Group
New Jersey
$1.95M +$339K +19,893 +21%
SPI
42
Sutton Place Investors
New York
$1.87M -$27K -1,585 -1%
GRP
43
Global Retirement Partners
California
$1.81M +$211K +12,371 +13%
WS
44
Wedbush Securities
California
$1.81M +$682K +39,983 +60%
IGWM
45
ICA Group Wealth Management
Colorado
$1.76M +$9.16K +537 +0.5%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.63M -$104K -6,085 -6%
CAN
47
Cetera Advisor Networks
California
$1.61M -$400K -23,474 -20%
UCMOK
48
United Capital Management of KS
Kansas
$1.55M -$178K -10,422 -10%
PGAM
49
Princeton Global Asset Management
New Jersey
$1.52M -$71.8K -4,211 -4%
Renaissance Technologies
50
Renaissance Technologies
New York
$1.51M -$2.01M -117,957 -57%