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
VW
51
Veridan Wealth
Oregon
$2.3M +$71.6K +3,818 +3%
WCM
52
Winebrenner Capital Management
Kentucky
$2.28M -$3.15K -168 -0.1%
PAS
53
Park Avenue Securities
New York
$2.17M +$555K +29,609 +34%
SPI
54
Sutton Place Investors
New York
$2.17M
KWM
55
Keebeck Wealth Management
Illinois
$2.05M
FAIM
56
Financial Advocates Investment Management
Washington
$2.02M -$25.8K -1,379 -1%
GWM
57
Geneos Wealth Management
Colorado
$2.01M +$2M +106,947 +28,827%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$1.9M +$150K +8,018 +9%
ML
59
McAdam LLC
Pennsylvania
$1.81M +$510K +27,230 +39%
Comerica Bank
60
Comerica Bank
Texas
$1.7M +$283K +15,103 +20%
WWM
61
Western Wealth Management
Colorado
$1.69M +$20.5K +1,092 +1%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.58M -$624K -33,306 -28%
SPIA
63
Steward Partners Investment Advisory
New York
$1.54M +$25K +1,333 +2%
WAM
64
Walker Asset Management
Missouri
$1.54M -$22.3K -1,190 -1%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$1.47M +$158K +8,407 +12%
P
66
&Partners
Tennessee
$1.46M -$1.03M -54,821 -41%
LWM
67
Lakeridge Wealth Management
Ohio
$1.45M +$46.5K +2,478 +3%
JIP
68
Jaffetilchin Investment Partners
Florida
$1.4M +$5.7K +304 +0.4%
NFG
69
Nations Financial Group
Iowa
$1.39M +$9.28K +495 +0.7%
VWA
70
Visionary Wealth Advisors
Illinois
$1.38M +$1.38M +73,729 New
SPC
71
Sigma Planning Corp
Michigan
$1.37M -$68.3K -3,641 -5%
FIM
72
FWL Investment Management
Texas
$1.37M -$33.8K -1,805 -2%
EWM
73
Empirical Wealth Management
Washington
$1.35M -$158K -8,450 -10%
PTP
74
Platform Technology Partners
New York
$1.31M +$89.4K +4,770 +7%
PGAM
75
Princeton Global Asset Management
New Jersey
$1.3M -$165K -8,798 -11%