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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFG Advisory
Georgia
$539K -$48.4K -3,044 -8%
AWM
227
Atticus Wealth Management
Florida
$527K -$6.06M -381,268 -92%
PPP
228
Private Portfolio Partners
New Jersey
$527K -$49.8K -3,134 -9%
JWBC
229
J.W. Burns & Co
New York
$522K -$1.59K -100 -0.3%
CAM
230
Cresset Asset Management
Illinois
$516K +$514K +32,335 New
RIA
231
Realta Investment Advisors
Delaware
$514K +$108K +6,772 +27%
CCG
232
Coastwise Capital Group
California
$511K -$3.15K -198 -0.6%
WS
233
Wedbush Securities
California
$497K -$39.2K -2,466 -7%
VAS
234
Vestmark Advisory Solutions
Massachusetts
$496K +$78.9K +4,961 +19%
PWM
235
PRW Wealth Management
Massachusetts
$492K -$95.4K -6,000 -16%
PVI
236
Pine Valley Investments
New Jersey
$487K +$350 +22 +0.1%
WWMSC
237
Wagner Wealth Management (South Carolina)
South Carolina
$483K -$19K -1,197 -4%
FHB
238
First Hawaiian Bank
Hawaii
$465K -$1.08M -67,890 -70%
PCIA
239
Prime Capital Investment Advisors
Kansas
$463K +$58.7K +3,691 +15%
CA
240
Cornerstone Advisory
Maryland
$462K +$108K +6,803 +31%
WWA
241
WCG Wealth Advisors
Nevada
$458K -$40.4K -2,539 -8%
LPAM
242
Lodestar Private Asset Management
California
$451K -$1.02M -64,070 -69%
AFAS
243
Acorn Financial Advisory Services
Virginia
$440K -$103K -6,500 -19%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$437K -$51.8K -3,257 -11%
GSIAS
245
Garden State Investment Advisory Services
New Jersey
$435K +$433K +27,242 New
GWANC
246
Guardian Wealth Advisors (North Carolina)
North Carolina
$433K -$6.6K -415 -2%
CAMG
247
CWA Asset Management Group
Florida
$428K -$719K -45,227 -63%
FFS
248
Founders Financial Securities
Maryland
$424K +$13.5K +852 +3%
CSPIA
249
Cary Street Partners Investment Advisory
Virginia
$421K +$416K +26,197 +17,465%
FPWM
250
FSB Premier Wealth Management
Iowa
$409K -$24.1K -1,517 -6%