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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$7K
LWM
227
Liberty Wealth Management
California
$7K +$7.79K +420 New
HFM
228
Hartford Financial Management
Connecticut
$5K
HCM
229
Highlander Capital Management
New Jersey
$5K
LPWM
230
Lake Point Wealth Management
Texas
$4K +$3.84K +207 New
WAS
231
Winch Advisory Services
Wisconsin
$3K +$2.78K +150 New
SIS
232
Sound Income Strategies
Florida
$3K +$3.17K +171 New
MMA
233
Miracle Mile Advisors
California
-$31.2M -1,631,038 Closed
PFA
234
Pinnacle Family Advisors
Missouri
-$1.81M -94,985 Closed
BCM
235
Bluefin Capital Management
New York
-$1.71M -89,428 Closed
SIM
236
SSI Investment Management
California
-$1.49M -77,735 Closed
LA
237
LVW Advisors
New York
-$1.24M -65,006 Closed
Renaissance Technologies
238
Renaissance Technologies
New York
-$1.11M -58,400 Closed
HCIA
239
Hochman Cole Investment Advisors
Illinois
-$917K -48,021 Closed
FPGK
240
Financial Partners Group (Kansas)
Kansas
-$679K -35,531 Closed
CRWM
241
Castle Rock Wealth Management
California
-$626K -33,322 Closed
DWM
242
Dynasty Wealth Management
Florida
-$564K -29,541 Closed
KWM
243
Kingsview Wealth Management
Oregon
-$479K -25,098 Closed
UAS
244
United Asset Strategies
New York
-$421K -22,020 Closed
FHB
245
First Hawaiian Bank
Hawaii
-$396K -20,742 Closed
Bessemer Group
246
Bessemer Group
New Jersey
-$388K -20,335 Closed
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$319K -16,721 Closed
PGA
248
Premia Global Advisors
Florida
-$292K -15,303 Closed
Bank of New York Mellon
249
Bank of New York Mellon
New York
-$249K -13,019 Closed
Koshinski Asset Management
250
Koshinski Asset Management
Illinois
-$226K -11,824 Closed