We are live on ! Find out more
FPEI icon

First Trust Institutional Preferred Securities and Income ETF
FPEI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.3M +$7.44M +358,484 +15%
Bank of America
2
Bank of America
North Carolina
$31.1M +$1.11M +53,520 +4%
UBS Group
3
UBS Group
Switzerland
$23.5M +$11.7M +563,329 +98%
EL
4
Essex LLC
Illinois
$14.2M +$14.2M +686,361 New
JIP
5
Jaffetilchin Investment Partners
Florida
$13.4M +$1.21M +58,199 +10%
CCIA
6
Cherry Creek Investment Advisors
Colorado
$8.3M +$600K +28,937 +8%
LPL Financial
7
LPL Financial
California
$8.26M +$1.03M +49,437 +14%
ECA
8
Elevated Capital Advisors
Utah
$7.23M +$7.26M +349,937 New
WF
9
Welch & Forbes
Massachusetts
$7.2M +$303K +14,628 +4%
WAM
10
WealthTrust Asset Management
Florida
$6.84M +$756K +36,438 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.27M +$3.02M +145,581 +92%
PFC
12
Phocas Financial Corp
California
$5.93M -$52.8K -2,545 -0.9%
PWM
13
Peterson Wealth Management
Nevada
$5.45M +$80.8K +3,894 +1%
AWM
14
AE Wealth Management
Kansas
$5.19M +$559K +26,969 +12%
RJA
15
Raymond James & Associates
Florida
$5.03M +$583K +28,087 +13%
QWM
16
QP Wealth Management
New Jersey
$4.97M -$16.1K -778 -0.3%
SMF
17
Sterling Manor Financial
New York
$4.97M +$4.99M +240,671 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.94M +$835K +40,246 +20%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.39M +$2.65M +127,602 +150%
1W
20
1776 Wealth
Georgia
$4.27M +$1.5M +72,257 +54%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.42M +$2.02M +97,490 +143%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.79M -$601K -28,984 -18%
UCMOK
23
United Capital Management of KS
Kansas
$2.77M +$727K +35,066 +35%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$2.58M +$383K +18,471 +17%
Stifel Financial
25
Stifel Financial
Missouri
$2.23M +$1.19M +57,350 +113%
1
2 3 4