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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
226
FSB Premier Wealth Management
Iowa
$725K -$43.2K -2,360 -6%
BAWC
227
Boyce & Associates Wealth Consulting
Texas
$722K +$4.98K +272 +0.7%
CP
228
Creekside Partners
California
$720K +$102K +5,570 +16%
AO
229
Advisor OS
Illinois
$716K -$302K -16,500 -30%
MA
230
MJP Associates
Connecticut
$716K -$283K -15,492 -28%
OIM
231
Oder Investment Management
California
$716K +$41.8K +2,284 +6%
TSS
232
Two Sigma Securities
New York
$715K +$718K +39,232 New
FFP
233
Freedom Financial Partners
Minnesota
$715K +$18.1K +989 +3%
BFG
234
Berger Financial Group
Minnesota
$714K -$27.8K -1,517 -4%
APW
235
Aurora Private Wealth
New Jersey
$699K +$701K +38,335 New
MFG
236
Merit Financial Group
Georgia
$690K +$693K +37,891 New
BA
237
Ballew Advisors
Mississippi
$687K -$41.2K -2,250 -6%
CFD
238
Creative Financial Designs
Indiana
$679K -$2.45K -134 -0.4%
BAM
239
Belpointe Asset Management
Nevada
$675K +$6.29K +344 +0.9%
BIG
240
Brookwood Investment Group
Arizona
$674K -$11.2K -613 -2%
NWM
241
Northwest Wealth Management
Iowa
$669K -$119K -6,521 -15%
IP
242
Indivisible Partners
Florida
$663K +$666K +36,414 New
CFG
243
Cooper Financial Group
California
$660K +$9.13K +499 +1%
MA
244
Mutual Advisors
Nebraska
$646K -$25.4K -1,386 -4%
WS
245
Wedbush Securities
California
$641K +$153K +8,382 +31%
BRWA
246
B. Riley Wealth Advisors
Florida
$640K -$95.9K -5,245 -13%
SIA
247
Soltis Investment Advisors
Utah
$638K -$15.6K -854 -2%
TT
248
TI-Trust
Illinois
$634K +$33.4K +1,827 +6%
MPCG
249
Matrix Private Capital Group
New York
$621K – – –
OFG
250
Opulen Financial Group
Virginia
$609K +$9.44K +516 +2%
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10
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