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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
226
Level Four Advisory Services
Texas
$579K +$34.8K +1,962 +6%
TWM
227
TCFG Wealth Management
California
$569K +$558K +31,457 New
GLA
228
Good Life Advisors
Pennsylvania
$558K -$510K -28,754 -48%
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$554K -$17.7K -996 -3%
CIG
230
Cascade Investment Group
Colorado
$552K -$887 -50 -0.2%
WS
231
Wedbush Securities
California
$545K -$58.2K -3,282 -10%
AA
232
Apriem Advisors
California
$543K
CA
233
Cornerstone Advisory
Maryland
$541K -$709 -40 -0.1%
PA
234
PSI Advisors
Florida
$541K -$49K -2,761 -8%
FHB
235
First Hawaiian Bank
Hawaii
$527K
CCFM
236
Clear Creek Financial Management
Washington
$519K -$21K -1,186 -4%
NW
237
NewEdge Wealth
Pennsylvania
$495K -$97.5K -5,496 -17%
SFWA
238
Summit Financial Wealth Advisors
Louisiana
$494K -$869 -49 -0.2%
AWM
239
Apollon Wealth Management
South Carolina
$494K +$59.3K +3,343 +14%
MWM
240
MGB Wealth Management
Texas
$490K +$479K +27,000 New
Citadel Advisors
241
Citadel Advisors
Florida
$486K +$476K +26,862 New
SAM
242
Secure Asset Management
Michigan
$478K +$55.7K +3,139 +13%
SFA
243
Sequoia Financial Advisors
Ohio
$457K +$904 +51 +0.2%
ACA
244
Aptus Capital Advisors
Alabama
$454K -$43.5K -2,450 -9%
GWANC
245
Guardian Wealth Advisors (North Carolina)
North Carolina
$454K -$43.5K -2,450 -9%
CAM
246
Cresset Asset Management
Illinois
$453K -$2.41K -136 -0.5%
FFS
247
Founders Financial Securities
Maryland
$450K -$61.1K -3,443 -12%
WIC
248
Woodmont Investment Counsel
Tennessee
$449K +$440K +24,817 New
BHBT
249
Burke & Herbert Bank & Trust
Virginia
$447K
AWA
250
Arkadios Wealth Advisors
Georgia
$442K +$228K +12,855 +111%