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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
251
FSB Premier Wealth Management
Iowa
$528K +$38.3K +1,855 +8%
BAAM
252
Baker Avenue Asset Management
California
$526K
RFWA
253
RPg Family Wealth Advisory
Massachusetts
$522K
Verition Fund Management
254
Verition Fund Management
Connecticut
$520K -$1.2M -58,218 -70%
SFG
255
Summit Financial Group
West Virginia
$518K
MA
256
Mezzasalma Advisors
New Jersey
$515K -$9.27K -449 -2%
PTP
257
Platform Technology Partners
New York
$502K +$35.1K +1,700 +7%
5L
258
55I LLC
Massachusetts
$501K
JCM
259
Jacobi Capital Management
Pennsylvania
$472K +$299K +14,459 +169%
CCP
260
Corient Capital Partners
California
$465K
GWSG
261
GPS Wealth Strategies Group
Colorado
$453K +$79.1K +3,832 +21%
APWA
262
Atlas Private Wealth Advisors
New Jersey
$449K -$10.6K -515 -2%
SDAM
263
Shulman DeMeo Asset Management
New York
$449K
MRCM
264
M&R Capital Management
New Jersey
$443K +$186 +9 +0%
WWMSC
265
Wagner Wealth Management (South Carolina)
South Carolina
$443K +$93.7K +4,539 +27%
FCA
266
FinTrust Capital Advisors
South Carolina
$428K +$231K +11,208 +116%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$417K +$177K +8,586 +73%
ODCM
268
Old Dominion Capital Management
Virginia
$413K
William Blair & Company
269
William Blair & Company
Illinois
$411K +$210K +10,164 +103%
WDA
270
Wendell David Associates
New Hampshire
$401K
LSA
271
Lion Street Advisors
Texas
$401K +$403K +19,504 New
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$389K +$135K +6,530 +53%
TFS
273
TrustCore Financial Services
Tennessee
$378K -$58K -2,810 -13%
TPW
274
Tiller Private Wealth
Pennsylvania
$368K +$370K +17,935 New
TSS
275
Two Sigma Securities
New York
$366K +$368K +17,834 New