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First Trust Securitized Plus ETF
DEED

Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$16.3M -$3.3M -145,286 -16%
DWM
2
Darwin Wealth Management
Florida
$14.8M -$902K -39,718 -5%
DA
3
Drake & Associates
Wisconsin
$11.9M +$586K +25,817 +5%
WCFA
4
Walkner Condon Financial Advisors
Wisconsin
$6.66M +$192K +8,461 +3%
CAG
5
Csenge Advisory Group
Florida
$5.81M +$292K +12,873 +5%
Victory Capital Management
6
Victory Capital Management
Texas
$4.72M -$436K -19,200 -8%
UWM
7
USAdvisors Wealth Management
Minnesota
$4.06M +$21.5K +946 +0.5%
LPL Financial
8
LPL Financial
California
$3.8M -$3.06M -134,820 -43%
CF
9
Centaurus Financial
California
$3.5M +$950K +41,858 +35%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.24M +$51.8K +2,282 +2%
HI
11
Harbour Investments
Wisconsin
$3.15M – – –
CCM
12
Condor Capital Management
New Jersey
$3.12M +$3.3M +145,278 New
GM
13
GeoWealth Management
Illinois
$2.79M +$166K +7,326 +6%
AWM
14
AE Wealth Management
Kansas
$2.17M -$326K -14,357 -12%
AI
15
Atria Investments
North Carolina
$1.99M -$1.06M -46,866 -34%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.95M -$118K -5,175 -5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.93M -$36.4K -1,602 -2%
EH
18
Equitable Holdings
New York
$1.67M +$171K +7,547 +11%
Citadel Advisors
19
Citadel Advisors
Florida
$1.59M +$276K +12,143 +20%
OMC
20
Old Mission Capital
Illinois
$1.53M +$1.29M +56,986 +398%
BRWA
21
B. Riley Wealth Advisors
Florida
$1.53M +$1.32M +57,930 +441%
SG
22
StoneX Group
New York
$1.5M -$43.1K -1,900 -3%
CA
23
Cambridge Advisors
Nebraska
$1.26M -$91.2K -4,018 -6%
RFN
24
RDA Financial Network
Iowa
$1.18M +$25.7K +1,131 +2%
CPIG
25
Chicago Partners Investment Group
Illinois
$1.1M +$5.25K +231 +0.4%
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