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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
226
Oder Investment Management
California
$633K +$2.5K +139 +0.4%
MWA
227
Medallion Wealth Advisors
Connecticut
$633K +$646K +35,961 New
CWM
228
Cornerstone Wealth Management
Missouri
$629K +$638K +35,520 New
VWA
229
Visionary Wealth Advisors
Illinois
$627K +$636K +35,431 New
GWM
230
Geneos Wealth Management
Colorado
$609K +$618K +34,434 New
FHC
231
First Heartland Consultants
Missouri
$595K -$117K -6,538 -16%
1IA
232
1834 Investment Advisors
Wisconsin
$594K
LFAS
233
Level Four Advisory Services
Texas
$587K +$14.3K +799 +2%
OFG
234
Opulen Financial Group
Virginia
$585K +$594K +33,074 New
WIC
235
Woodmont Investment Counsel
Tennessee
$578K +$141K +7,841 +32%
CSP
236
Cary Street Partners
Virginia
$576K +$584K +32,519 New
CCG
237
Coastwise Capital Group
California
$560K -$22.9K -1,273 -4%
GF
238
Gries Financial
Ohio
$548K +$556K +30,977 New
HNB
239
Huntington National Bank
Ohio
$544K
TWM
240
TCFG Wealth Management
California
$543K -$14.2K -789 -3%
CIG
241
Cascade Investment Group
Colorado
$537K -$2.15K -120 -0.4%
WS
242
Wedbush Securities
California
$533K +$126 +7 +0%
Bank of New York Mellon
243
Bank of New York Mellon
New York
$527K +$534K +29,752 New
FHB
244
First Hawaiian Bank
Hawaii
$515K
FFG
245
First Financial Group
North Carolina
$496K +$503K +28,035 New
SFA
246
Sequoia Financial Advisors
Ohio
$496K +$48.9K +2,726 +11%
SAM
247
Secure Asset Management
Michigan
$494K +$26.3K +1,467 +6%
GLA
248
Good Life Advisors
Pennsylvania
$493K -$53.3K -2,970 -10%
PA
249
PSI Advisors
Florida
$491K -$38.3K -2,135 -7%
MWM
250
MGB Wealth Management
Texas
$478K