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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
$277K +$3.86K +214 +1%
IWC
227
Integrated Wealth Concepts
Massachusetts
$274K -$21.2K -1,174 -7%
Neuberger Berman Group
228
Neuberger Berman Group
New York
$274K +$24.3K +1,346 +10%
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$272K +$93.9K +5,204 +54%
BCM
230
Breiter Capital Management
Florida
$261K +$256K +14,178 New
MWA
231
Meridian Wealth Advisors
Texas
$249K +$244K +13,529 New
HCIA
232
Hochman Cole Investment Advisors
Illinois
$246K -$11K -610 -4%
HFP
233
Holistic Financial Partners
Indiana
$241K
WDA
234
Wendell David Associates
New Hampshire
$239K
PFA
235
Plotkin Financial Advisors
Maryland
$238K -$108 -6 -0%
FHA
236
Flagship Harbor Advisors
Massachusetts
$236K -$51.1K -2,833 -18%
SFS
237
Sowell Financial Services
Arkansas
$233K -$99.4K -5,508 -30%
LWAC
238
Laurel Wealth Advisors (California)
California
$233K -$45.7K -2,531 -17%
Lido Advisors
239
Lido Advisors
California
$231K -$252K -13,953 -53%
CS
240
Comerica Securities
Michigan
$221K -$5.7K -316 -3%
ACA
241
Aptus Capital Advisors
Alabama
$216K +$212K +11,771 New
CBFP
242
Cedar Brook Financial Partners
Ohio
$211K +$25.9K +1,437 +14%
CF
243
Centaurus Financial
California
$210K -$109K -6,036 -35%
WP
244
WealthShield Partners
North Carolina
$208K +$289 +16 +0.1%
PPP
245
Private Portfolio Partners
New Jersey
$202K -$7.69K -426 -4%
SFP
246
Strategic Financial Partners
Oregon
$200K -$313K -17,334 -62%
JCM
247
Jacobi Capital Management
Pennsylvania
$200K -$44K -2,436 -18%
CS
248
Capital Square
Tennessee
$200K +$16.2K +899 +9%
MMM
249
Mendel Money Management
Illinois
$200K +$196K +10,866 New
MIM
250
Moseley Investment Management
Florida
$196K +$3.59K +199 +2%