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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
226
Cornell Pochily Investment Advisors
New York
$667K -$39.7K -2,237 -6%
LFAS
227
Level Four Advisory Services
Texas
$664K +$80.9K +4,556 +14%
MPCG
228
Matrix Private Capital Group
New York
$659K – – –
CWM
229
Cornerstone Wealth Management
Missouri
$652K +$27.8K +1,564 +4%
FPWM
230
FSB Premier Wealth Management
Iowa
$651K +$341K +19,197 +108%
CCG
231
Cypress Capital Group
Florida
$650K +$220K +12,375 +50%
FFP
232
Freedom Financial Partners
Minnesota
$642K +$4.24K +239 +0.7%
MA
233
Mutual Advisors
Nebraska
$639K -$17.9K -1,006 -3%
GWM
234
Geneos Wealth Management
Colorado
$635K +$29.9K +1,684 +5%
MWA
235
Medallion Wealth Advisors
Connecticut
$633K – – –
OIM
236
Oder Investment Management
California
$625K -$4.6K -259 -0.7%
CWM
237
Congress Wealth Management
Massachusetts
$624K +$626K +35,285 New
SWP
238
Summit Wealth Partners
Florida
$611K -$469K -26,424 -43%
TWM
239
TCFG Wealth Management
California
$586K +$46.7K +2,633 +9%
SAM
240
Secure Asset Management
Michigan
$577K +$87K +4,902 +18%
CSP
241
Cary Street Partners
Virginia
$572K – – –
OFG
242
Opulen Financial Group
Virginia
$572K -$10K -565 -2%
1IA
243
1834 Investment Advisors
Wisconsin
$566K -$24.5K -1,383 -4%
CCG
244
Coastwise Capital Group
California
$561K +$4.54K +256 +0.8%
WS
245
Wedbush Securities
California
$536K +$5.59K +315 +1%
BAWC
246
Boyce & Associates Wealth Consulting
Texas
$514K +$66.3K +3,737 +15%
CAP
247
Columbia Advisory Partners
Washington
$512K +$165K +9,312 +47%
CIG
248
Cascade Investment Group
Colorado
$506K -$28.4K -1,600 -5%
BA
249
Ballew Advisors
Mississippi
$502K +$44.4K +2,500 +9%
NW
250
NewEdge Wealth
Pennsylvania
$498K -$260K -14,622 -34%
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