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
IA
76
Integrity Alliance
Iowa
$1.41M +$105K +5,394 +8%
FIM
77
FWL Investment Management
Texas
$1.38M -$40.2K -2,075 -3%
SPI
78
Sutton Place Investors
New York
$1.33M +$15.6K +806 +1%
QWM
79
QP Wealth Management
New Jersey
$1.26M +$1.26M +65,182 New
SPC
80
Sigma Planning Corp
Michigan
$1.26M -$10.4K -538 -0.8%
PTP
81
Platform Technology Partners
New York
$1.25M +$155K +7,994 +14%
RBFC
82
Roman Butler Fullerton & Co
Missouri
$1.22M +$1.22M +62,992 New
PGAM
83
Princeton Global Asset Management
New Jersey
$1.22M -$42.6K -2,197 -3%
KAS
84
Kestra Advisory Services
Texas
$1.22M -$412K -21,232 -25%
SCA
85
Snowden Capital Advisors
New York
$1.18M +$98.3K +5,071 +9%
IAN
86
Integrated Advisors Network
Texas
$1.17M +$60.9K +3,140 +5%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$1.17M
EWM
88
Empirical Wealth Management
Washington
$1.16M -$108K -5,593 -9%
SWM
89
Shelton Wealth Management
Texas
$1.1M -$2.54K -131 -0.2%
SOS
90
Silver Oak Securities
Tennessee
$1.05M +$13.1K +676 +1%
KPWS
91
Kestra Private Wealth Services
Texas
$1.04M +$8.14K +420 +0.8%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$1.02M +$46.6K +2,402 +5%
UCMOK
93
United Capital Management of KS
Kansas
$1.01M +$26.6K +1,373 +3%
RDFA
94
Ritter Daniher Financial Advisory
Ohio
$1.01M +$68.7K +3,544 +7%
WWM
95
Western Wealth Management
Colorado
$995K -$15.1K -780 -1%
MFG
96
Magnus Financial Group
New York
$987K -$5.06K -261 -0.5%
PAS
97
Park Avenue Securities
New York
$983K +$40.6K +2,096 +4%
EWP
98
Elevation Wealth Partners
California
$942K -$2.24M -115,568 -70%
SG
99
StoneX Group
New York
$927K -$24.1K -1,245 -3%
TPWA
100
Twin Peaks Wealth Advisors
California
$868K -$82.1K -4,233 -9%