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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
226
Brookwood Investment Group
Arizona
$694K +$87 +5 +0%
IAN
227
Integrated Advisors Network
Texas
$692K -$187K -10,710 -22%
BRWA
228
B. Riley Wealth Advisors
Florida
$652K +$639K +36,625 New
OIM
229
Oder Investment Management
California
$650K +$17.8K +1,022 +3%
FFP
230
Freedom Financial Partners
Minnesota
$648K -$1.55K -89 -0.2%
FFA
231
Farther Finance Advisors
California
$643K +$428K +24,516 +211%
MA
232
Mutual Advisors
Nebraska
$635K -$22.3K -1,277 -3%
CWM
233
Congress Wealth Management
Massachusetts
$623K -$4.97K -285 -0.8%
CWM
234
Cornerstone Wealth Management
Missouri
$608K -$51.2K -2,934 -8%
CP
235
Creekside Partners
California
$603K +$123K +7,036 +26%
QPW
236
Quantum Private Wealth
Florida
$599K -$105K -5,999 -15%
MWA
237
Medallion Wealth Advisors
Connecticut
$587K -$52.1K -2,986 -8%
OFG
238
Opulen Financial Group
Virginia
$584K +$5.39K +309 +1%
BAWC
239
Boyce & Associates Wealth Consulting
Texas
$584K +$63K +3,608 +12%
CSP
240
Cary Street Partners
Virginia
$579K
CPIA
241
Cornell Pochily Investment Advisors
New York
$578K -$94.5K -5,415 -14%
MPCG
242
Matrix Private Capital Group
New York
$577K -$87.3K -5,000 -13%
1IA
243
1834 Investment Advisors
Wisconsin
$573K
LFAS
244
Level Four Advisory Services
Texas
$572K -$97.9K -5,611 -15%
CAP
245
Columbia Advisory Partners
Washington
$565K +$45.5K +2,605 +9%
SWP
246
Summit Wealth Partners
Florida
$553K -$63.4K -3,631 -10%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$549K -$301K -17,247 -36%
CCG
248
Cypress Capital Group
Florida
$546K -$110K -6,278 -17%
NW
249
NewEdge Wealth
Pennsylvania
$509K
PWP
250
Principle Wealth Partners
Connecticut
$506K +$258K +14,800 +109%