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
P
101
&Partners
Tennessee
$669K -$804K -43,271 -55%
IAN
102
Integrated Advisors Network
Texas
$663K +$216K +11,624 +50%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$654K +$298K +16,039 +87%
AssetMark Inc
104
AssetMark Inc
California
$641K +$42.2K +2,270 +7%
BW
105
BXM Wealth
Colorado
$636K
FPCG
106
Forum Private Client Group
Indiana
$627K -$61.3K -3,300 -9%
SOS
107
Silver Oak Securities
Tennessee
$595K +$465 +25 +0.1%
SW
108
SlateStone Wealth
Florida
$570K
PFA
109
Plotkin Financial Advisors
Maryland
$553K -$22.3K -1,200 -4%
Mariner
110
Mariner
Kansas
$537K +$2.38K +128 +0.5%
FPGK
111
Financial Partners Group (Kansas)
Kansas
$536K +$525K +28,238 New
MW
112
Maia Wealth
Colorado
$524K -$40.5K -2,181 -7%
HGA
113
Hobbs Group Advisors
South Carolina
$516K
SWP
114
Summit Wealth Partners
Florida
$486K
HI
115
Harbour Investments
Wisconsin
$480K -$1.73K -93 -0.4%
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$470K
SWM
117
Spire Wealth Management
Virginia
$464K -$17K -915 -4%
LFASL
118
Lugano Financial Advisors SA (LFA)
Switzerland
$454K
BIG
119
Brookwood Investment Group
Arizona
$444K +$435K +23,392 New
AAS
120
Avantax Advisory Services
Texas
$437K -$279K -15,010 -40%
BRIA
121
Balanced Rock Investment Advisors
Massachusetts
$432K +$69.5K +3,738 +20%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$408K -$62.3K -3,354 -14%
AWS
123
Atria Wealth Solutions
New York
$387K +$24.6K +1,323 +7%
FFS
124
Flavin Financial Services
Florida
$365K -$43.8K -2,356 -11%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$363K +$355K +19,098 New