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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
226
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$243K -$41.6K -2,169 -13%
CA
227
Claro Advisors
Massachusetts
$237K +$48K +2,500 +21%
HCIA
228
Hochman Cole Investment Advisors
Illinois
$229K +$268K +13,985 New
TWM
229
Triton Wealth Management
Arizona
$223K +$238K +12,419 New
Neuberger Berman Group
230
Neuberger Berman Group
New York
$222K +$260K +13,554 New
JCM
231
Jacobi Capital Management
Pennsylvania
$218K -$42.2K -2,201 -14%
HFP
232
Holistic Financial Partners
Indiana
$214K
WDA
233
Wendell David Associates
New Hampshire
$213K
PFA
234
Plotkin Financial Advisors
Maryland
$212K -$101K -5,280 -29%
TFA
235
Teamwork Financial Advisors
Texas
$203K -$42.6K -2,220 -15%
CS
236
Comerica Securities
Michigan
$202K -$512K -26,672 -68%
WP
237
WealthSource Partners
California
$192K -$102K -5,312 -31%
GSWM
238
Golden State Wealth Management
California
$189K +$221K +11,531 New
PPP
239
Private Portfolio Partners
New Jersey
$186K +$218K +11,372 New
WP
240
WealthShield Partners
North Carolina
$185K +$216K +11,252 New
GRP
241
Global Retirement Partners
California
$172K +$25.9K +1,350 +15%
MIM
242
Moseley Investment Management
Florida
$171K -$10.1K -525 -5%
MCM
243
Mengis Capital Management
Oregon
$165K +$19 +1 +0%
CS
244
Capital Square
Tennessee
$164K -$20.5K -1,067 -10%
CBFP
245
Cedar Brook Financial Partners
Ohio
$164K +$192K +10,030 New
CAL
246
Capital Advisors Ltd
Ohio
$162K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$157K -$2.99K -156 -2%
Deutsche Bank
248
Deutsche Bank
Germany
$153K -$92K -4,795 -34%
HI
249
Hudock Inc
Pennsylvania
$131K -$37.6K -1,958 -20%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$130K -$1.56M -81,448 -91%