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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Ballew Advisors
Mississippi
$725K +$9.48K +525 +1%
BAWC
227
Boyce & Associates Wealth Consulting
Texas
$718K +$118K +6,541 +20%
FFP
228
Freedom Financial Partners
Minnesota
$697K +$33.3K +1,842 +5%
LFAS
229
Level Four Advisory Services
Texas
$695K +$108K +5,962 +19%
BIG
230
Brookwood Investment Group
Arizona
$686K -$25.3K -1,399 -4%
CFD
231
Creative Financial Designs
Indiana
$682K -$38.1K -2,108 -5%
MA
232
Mutual Advisors
Nebraska
$678K +$23.3K +1,292 +4%
OIM
233
Oder Investment Management
California
$675K +$8.45K +468 +1%
BAM
234
Belpointe Asset Management
Nevada
$670K +$290K +16,084 +78%
SIA
235
Soltis Investment Advisors
Utah
$654K +$203K +11,253 +46%
CFG
236
Cooper Financial Group
California
$652K +$645K +35,730 New
MWA
237
Medallion Wealth Advisors
Connecticut
$634K +$32.1K +1,780 +5%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$628K -$1.49M -82,318 -70%
MPCG
239
Matrix Private Capital Group
New York
$622K +$30.1K +1,667 +5%
CP
240
Creekside Partners
California
$619K +$1.63K +90 +0.3%
CWM
241
Cornerstone Wealth Management
Missouri
$614K -$8.72K -483 -1%
TWM
242
TCFG Wealth Management
California
$611K +$604K +33,471 New
TT
243
TI-Trust
Illinois
$601K +$118K +6,547 +25%
OFG
244
Opulen Financial Group
Virginia
$600K +$1.26K +70 +0.2%
CSP
245
Cary Street Partners
Virginia
$593K
1IA
246
1834 Investment Advisors
Wisconsin
$587K
CFB
247
Cullen/Frost Bankers
Texas
$576K +$208K +11,524 +57%
PFS
248
Prospect Financial Services
New York
$548K -$297K -16,422 -35%
Citadel Advisors
249
Citadel Advisors
Florida
$543K +$537K +29,765 New
SWP
250
Summit Wealth Partners
Florida
$540K -$26.4K -1,460 -5%