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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
251
Strategic Financial Partners
Oregon
$410K +$95.5K +4,679 +31%
KWM
252
Kingsview Wealth Management
Oregon
$406K +$48.8K +2,390 +14%
WDA
253
Wendell David Associates
New Hampshire
$402K – – –
TCM
254
Tuttle Capital Management
Connecticut
$398K +$395K +19,338 New
JWCA
255
J.W. Cole Advisors
Florida
$392K +$1.1K +54 +0.3%
BPA
256
Beacon Pointe Advisors
California
$388K +$385K +18,850 New
GWSG
257
GPS Wealth Strategies Group
Colorado
$376K -$19K -930 -5%
CF
258
Centaurus Financial
California
$372K +$137K +6,705 +59%
QAM
259
QCI Asset Management
New York
$363K -$2.37K -116 -0.7%
MOS
260
MGO One Seven
Ohio
$363K -$755 -37 -0.2%
BWA
261
Beam Wealth Advisors
Louisiana
$361K -$311K -15,218 -46%
EWM
262
EPG Wealth Management
Georgia
$361K -$66.6K -3,263 -16%
BB
263
Busey Bank
Illinois
$359K -$35.2K -1,723 -9%
CCA
264
Cadent Capital Advisors
Oklahoma
$358K +$65.7K +3,221 +23%
WWMSC
265
Wagner Wealth Management (South Carolina)
South Carolina
$352K +$112K +5,468 +47%
SNB
266
Security National Bank
Nebraska
$345K +$342K +16,750 New
MWA
267
Meridian Wealth Advisors
Texas
$343K +$3.06K +150 +0.9%
SVWAG
268
Sound View Wealth Advisors Group
Georgia
$340K -$18.5K -908 -5%
IWA
269
IBEX Wealth Advisors
New Jersey
$338K -$41.4K -2,029 -11%
KOMWMG
270
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$324K +$3.41K +167 +1%
WP
271
WealthShield Partners
North Carolina
$323K +$320K +15,695 New
SCI
272
Stableford Capital II
Arizona
$315K – – –
SWA
273
SFMG Wealth Advisors
Texas
$311K -$44.7K -2,191 -13%
LAS
274
Lloyd Advisory Services
Georgia
$308K +$305K +14,967 New
WA
275
Wealthstar Advisors
Texas
$304K +$300K +14,700 New
9 10
11
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