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
V
151
ViaWealth
Kansas
$326K +$2.97K +153 +0.9%
AI
152
Atria Investments
North Carolina
$326K +$1.84K +95 +0.6%
WMA
153
Wealth Management Associates
New Jersey
$321K +$19.7K +1,017 +7%
AAS
154
Ameritas Advisory Services
Nebraska
$315K +$659 +34 +0.2%
SWM
155
Steinberganna Wealth Management
New York
$314K +$4.62K +238 +1%
HGA
156
Hobbs Group Advisors
South Carolina
$314K -$318K -16,412 -50%
CWAF
157
Core Wealth Advisors (Florida)
Florida
$312K +$1.59K +82 +0.5%
CAWM
158
Capital Advisors Wealth Management
Washington
$312K +$14.6K +752 +5%
CA
159
Calton & Associates
Florida
$299K +$93.7K +4,833 +46%
Ameriprise
160
Ameriprise
Minnesota
$264K +$264K +13,618 New
ACM
161
Advance Capital Management
Michigan
$260K +$3.82K +197 +1%
CWM
162
Castle Wealth Management
Florida
$260K -$94.1K -4,855 -27%
LBC
163
Leigh Baldwin & Co
New York
$247K
AWM
164
Accel Wealth Management
Iowa
$244K -$10.8K -558 -4%
MA
165
Mutual Advisors
Nebraska
$242K -$601 -31 -0.2%
AWAG
166
ARS Wealth Advisors Group
Florida
$238K
MFGM
167
Marshall Financial Group (Maryland)
Maryland
$228K -$213 -11 -0.1%
HH
168
Hilltop Holdings
Texas
$224K -$7.33K -378 -3%
BIG
169
Brookwood Investment Group
Arizona
$223K +$223K +11,498 New
IAIM
170
International Assets Investment Management
Florida
$216K +$216K +11,160 New
Cerity Partners
171
Cerity Partners
New York
$213K +$1.98K +102 +0.9%
AQR Capital Management
172
AQR Capital Management
Connecticut
$213K +$213K +10,973 New
AFC
173
AFT Forsyth & Company
Florida
$212K +$291 +15 +0.1%
JCM
174
Jacobi Capital Management
Pennsylvania
$205K -$8.18K -422 -4%
CWM
175
Concentrum Wealth Management
California
$200K +$200K +10,320 New