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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
226
Coastwise Capital Group
California
$624K -$98.8K -5,601 -13%
JWBC
227
J.W. Burns & Co
New York
$586K -$132K -7,475 -18%
AFAS
228
Acorn Financial Advisory Services
Virginia
$579K
RFWA
229
RPg Family Wealth Advisory
Massachusetts
$574K
CWA
230
Clarus Wealth Advisors
Arizona
$567K -$13.9K -788 -2%
WWA
231
WCG Wealth Advisors
Nevada
$557K -$132K -7,512 -21%
Creative Planning
232
Creative Planning
Kansas
$542K -$24.6K -1,396 -4%
RIA
233
Realta Investment Advisors
Delaware
$533K +$124K +7,008 +28%
SF
234
Synovus Financial
Georgia
$523K -$290K -16,465 -34%
TFS
235
Thoroughbred Financial Services
Tennessee
$514K +$476 +27 +0.1%
GRP
236
Global Retirement Partners
California
$512K +$393K +22,270 +255%
AWM
237
AE Wealth Management
Kansas
$508K -$183K -10,390 -25%
BF
238
BOK Financial
Oklahoma
$504K -$65.9K -3,736 -11%
VAS
239
Vestmark Advisory Solutions
Massachusetts
$501K -$152K -8,646 -22%
FPGK
240
Financial Partners Group (Kansas)
Kansas
$494K +$316K +17,935 +154%
CFS
241
CRA Financial Services
New Jersey
$485K
PWP
242
Principle Wealth Partners
Connecticut
$482K -$16.5K -935 -3%
MPCG
243
Matrix Private Capital Group
New York
$482K
NFG
244
Nations Financial Group
Iowa
$481K +$26.4K +1,496 +5%
ACA
245
Aptus Capital Advisors
Alabama
$478K -$5.18K -294 -1%
GWANC
246
Guardian Wealth Advisors (North Carolina)
North Carolina
$477K -$5.18K -294 -1%
CAN
247
Claraphi Advisory Network
United States
$459K -$88.1K -4,994 -15%
FPWM
248
FSB Premier Wealth Management
Iowa
$451K +$27.4K +1,555 +6%
BZWA
249
Blue Zone Wealth Advisors
California
$446K +$17.9K +1,017 +4%
Mirae Asset Global Investments
250
Mirae Asset Global Investments
South Korea
$445K -$48.5K -2,750 -9%