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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
226
Baker Avenue Asset Management
California
$516K – – –
PWM
227
PRW Wealth Management
Massachusetts
$514K +$212K +10,500 +70%
SFG
228
Summit Financial Group
West Virginia
$508K -$1.76K -87 -0.3%
CAMG
229
CWA Asset Management Group
Florida
$502K +$503K +24,922 New
RIA
230
Realta Investment Advisors
Delaware
$501K +$502K +24,851 New
TFS
231
TrustCore Financial Services
Tennessee
$472K – – –
AWA
232
Arkadios Wealth Advisors
Georgia
$462K +$180K +8,912 +63%
CCP
233
Corient Capital Partners
California
$456K – – –
APWA
234
Atlas Private Wealth Advisors
New Jersey
$452K +$36.2K +1,795 +9%
VCM
235
Vivaldi Capital Management
Illinois
$444K – – –
MRCM
236
M&R Capital Management
New Jersey
$433K +$182 +9 +0%
BF
237
BOK Financial
Oklahoma
$427K -$28K -1,388 -6%
EWM
238
EPG Wealth Management
Georgia
$419K +$420K +20,792 New
ODCM
239
Old Dominion Capital Management
Virginia
$405K – – –
TFCP
240
Twin Focus Capital Partners
Massachusetts
$403K – – –
WIA
241
Wealthstreet Investment Advisors
Texas
$403K – – –
WDA
242
Wendell David Associates
New Hampshire
$393K +$131K +6,500 +50%
BB
243
Busey Bank
Illinois
$386K -$16.6K -822 -4%
GWSG
244
GPS Wealth Strategies Group
Colorado
$386K +$109K +5,380 +39%
JWCA
245
J.W. Cole Advisors
Florida
$382K +$2.08K +103 +0.5%
IWA
246
IBEX Wealth Advisors
New Jersey
$372K +$1.25K +62 +0.3%
QAM
247
QCI Asset Management
New York
$357K -$18K -894 -5%
MOS
248
MGO One Seven
Ohio
$355K -$59.6K -2,951 -14%
SVWAG
249
Sound View Wealth Advisors Group
Georgia
$351K +$606 +30 +0.2%
KWM
250
Kingsview Wealth Management
Oregon
$350K -$344K -17,015 -50%
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