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
TPWA
101
Twin Peaks Wealth Advisors
California
$829K -$23.7K -1,231 -3%
MWM
102
Maridea Wealth Management
New York
$826K +$42.3K +2,198 +5%
AssetMark Inc
103
AssetMark Inc
California
$808K -$25.9K -1,345 -3%
IA
104
IFP Advisors
Florida
$805K +$194K +10,108 +32%
FFS
105
Flavin Financial Services
Florida
$757K +$755K +39,264 New
VAS
106
Vestmark Advisory Solutions
Massachusetts
$754K – – –
SF
107
Summit Financial
New Jersey
$745K +$195K +10,139 +36%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$738K -$106K -5,494 -13%
AGWCA
109
Annis Gardner Whiting Capital Advisors
Florida
$687K +$2.08K +108 +0.3%
MMA
110
Miracle Mile Advisors
California
$675K -$273K -14,185 -29%
EH
111
Equitable Holdings
New York
$662K -$23.7K -1,230 -3%
SCA
112
Snowden Capital Advisors
New York
$657K -$99.6K -5,179 -13%
WW
113
Winnow Wealth
Texas
$655K -$36.2K -1,881 -5%
KA
114
Kovack Advisors
Florida
$653K -$2.25K -117 -0.3%
V
115
ViaWealth
Kansas
$639K +$317K +16,481 +99%
KAS
116
Kestra Advisory Services
Texas
$637K -$235K -12,240 -27%
AHIA
117
Andrew Hill Investment Advisors
Florida
$629K – – –
Mariner
118
Mariner
Kansas
$613K +$9.62K +500 +2%
EWP
119
Elevation Wealth Partners
California
$606K -$36.4K -1,895 -6%
BRIA
120
Balanced Rock Investment Advisors
Massachusetts
$603K +$45.2K +2,349 +8%
SW
121
SlateStone Wealth
Florida
$579K – – –
FPCG
122
Forum Private Client Group
Indiana
$577K -$2.04K -106 -0.4%
FA
123
Flagstar Advisors
New York
$567K +$7.19K +374 +1%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$549K +$341K +17,709 +164%
LFASL
125
Lugano Financial Advisors SA (LFA)
Switzerland
$548K – – –