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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
251
Pinnacle Bancorp
Nebraska
$126K – – –
FCA
252
FinTrust Capital Advisors
South Carolina
$119K +$119K +6,180 +562%
MWM
253
MBE Wealth Management
Wisconsin
$109K +$128K +6,680 New
BAM
254
Bellevue Asset Management
Washington
$107K – – –
LS
255
Leelyn Smith
Illinois
$107K – – –
OPS
256
Orion Portfolio Solutions
Nebraska
$94K +$48.9K +2,550 +81%
CCM
257
Covington Capital Management
California
$86K – – –
GEA
258
Glen Eagle Advisors
New Jersey
$83.6K +$345 +18 +0.4%
WT
259
Whittier Trust
California
$82K – – –
MIFH
260
Migdal Insurance & Financial Holdings
Israel
$81K -$186K -9,700 -66%
LWM
261
Liberty Wealth Management
California
$76K +$43K +2,239 +93%
MHR
262
Matthew Hamilton Rosenberg
$71K +$82.8K +4,316 New
GFPC
263
Global Financial Private Capital
Florida
$60K -$8.56K -446 -11%
PGAM
264
Princeton Global Asset Management
New Jersey
$60K +$18.2K +950 +35%
CFA
265
Carroll Financial Associates
North Carolina
$56K +$2.36K +123 +4%
CFN
266
Cordasco Financial Network
Florida
$41K – – –
PMFA
267
Plante Moran Financial Advisors
Michigan
$40K -$37K -1,928 -44%
ST
268
Smithfield Trust
Pennsylvania
$40K +$47.3K +2,464 New
CHA
269
Carmichael Hill & Associates
Maryland
$35K +$41.1K +2,143 New
CHC
270
City Holding Co
West Virginia
$30K – – –
PA
271
Procyon Advisors
Connecticut
$28K – – –
CAC
272
Certified Advisory Corp
Florida
$26K – – –
CFB
273
Cullen/Frost Bankers
Texas
$20K – – –
WQ
274
Wealth Quarterback
New Jersey
$17.9K +$441 +23 +1%
VRM
275
Vectors Research Management
New York
$16K – – –
9 10
11
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