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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Vivaldi Capital Management
Illinois
$441K +$135K +6,825 +46%
MP
227
McDonald Partners
Ohio
$437K +$428K +21,666 New
MRCM
228
M&R Capital Management
New Jersey
$435K -$19.6K -990 -4%
APWA
229
Atlas Private Wealth Advisors
New Jersey
$417K -$46.9K -2,374 -10%
MOS
230
MGO One Seven
Ohio
$416K +$7.59K +384 +2%
ODCM
231
Old Dominion Capital Management
Virginia
$406K
AWA
232
ARQ Wealth Advisors
Arizona
$406K +$397K +20,095 New
RB
233
Renasant Bank
Mississippi
$405K +$396K +20,035 New
WIA
234
Wealthstreet Investment Advisors
Texas
$404K
TFCP
235
Twin Focus Capital Partners
Massachusetts
$404K +$395K +20,000 New
BB
236
Busey Bank
Illinois
$403K -$95.4K -4,828 -19%
Ameriprise
237
Ameriprise
Minnesota
$390K -$125K -6,344 -25%
JWCA
238
J.W. Cole Advisors
Florida
$381K +$373K +18,867 New
QAM
239
QCI Asset Management
New York
$376K -$57.7K -2,920 -14%
PWP
240
Principle Wealth Partners
Connecticut
$375K
CFG
241
Cooper Financial Group
California
$374K +$3.85K +195 +1%
IWA
242
IBEX Wealth Advisors
New Jersey
$371K +$1.78K +90 +0.5%
T
243
TRUADVICE
Florida
$358K +$19.6K +991 +6%
NFG
244
Norris Financial Group
South Carolina
$353K
SVWAG
245
Sound View Wealth Advisors Group
Georgia
$351K +$632 +32 +0.2%
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$342K +$52.3K +2,646 +19%
IWC
247
Integrated Wealth Concepts
Massachusetts
$332K +$31.8K +1,611 +11%
MWA
248
Meridian Wealth Advisors
Texas
$330K +$52K +2,632 +19%
SFP
249
Strategic Financial Partners
Oregon
$316K -$7.78K -394 -2%
KOMWMG
250
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$311K +$3.56K +180 +1%