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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
251
Northwest Wealth Management
Iowa
$541K -$122K -6,765 -18%
IG
252
IFS Group
Pennsylvania
$514K +$84.7K +4,700 +20%
APW
253
Aurora Private Wealth
New Jersey
$508K +$60.5K +3,360 +13%
AIFAIM
254
American Institute for Advanced Investment Management
Arizona
$507K – – –
PWS
255
Proactive Wealth Strategies
Georgia
$502K +$6.93K +385 +1%
CBU
256
CIBC Bancorp USA
Illinois
$500K +$503K +27,953 New
SWM
257
Spire Wealth Management
Virginia
$499K +$65.2K +3,621 +15%
MF
258
Manchester Financial
California
$493K – – –
PWS
259
Pursuit Wealth Strategies
North Carolina
$492K -$9.02K -501 -2%
SDAM
260
Shulman DeMeo Asset Management
New York
$488K – – –
SCI
261
Stableford Capital II
Arizona
$488K +$216K +11,970 +78%
PWP
262
Principle Wealth Partners
Connecticut
$486K -$21.6K -1,200 -4%
CAMG
263
CWA Asset Management Group
Florida
$472K – – –
BWM
264
BAM Wealth Management
Colorado
$458K +$132K +7,355 +40%
PCA
265
Pallas Capital Advisors
Massachusetts
$454K +$458K +25,406 New
MQWP
266
Morey & Quinn Wealth Partners
Nebraska
$439K +$162 +9 +0%
PA
267
Pinnacle Associates
New York
$438K – – –
VWM
268
Vermillion Wealth Management
Minnesota
$435K -$12K -664 -3%
DE
269
Diversified Enterprises
Delaware
$434K +$147K +8,186 +51%
CCG
270
Coastwise Capital Group
California
$428K +$3.96K +220 +0.9%
QWM
271
QP Wealth Management
New Jersey
$426K -$16.4K -913 -4%
CF
272
Centaurus Financial
California
$425K +$5.22K +290 +1%
CWP
273
Cyndeo Wealth Partners
Florida
$419K +$2.11K +117 +0.5%
WWA
274
WCG Wealth Advisors
Nevada
$412K -$36 -2 -0%
KFGK
275
Keystone Financial Group (Kentucky)
Kentucky
$405K +$31K +1,720 +8%
9 10
11
12 13