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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
ARQ Wealth Advisors
Arizona
$720K +$112K +5,730 +18%
Bank of New York Mellon
252
Bank of New York Mellon
New York
$696K +$119K +6,095 +20%
HWM
253
Holloway Wealth Management
Florida
$693K
RIA
254
Realta Investment Advisors
Delaware
$679K +$44.6K +2,289 +7%
CWA
255
Clarus Wealth Advisors
Arizona
$654K +$118K +6,054 +21%
First Trust Advisors
256
First Trust Advisors
Illinois
$653K -$7.1M -364,757 -91%
BF
257
BOK Financial
Oklahoma
$651K +$5.51K +283 +0.8%
CAN
258
Claraphi Advisory Network
United States
$641K +$656K +33,697 New
MP
259
McDonald Partners
Ohio
$640K +$656K +33,659 New
TFS
260
Thoroughbred Financial Services
Tennessee
$614K +$448 +23 +0.1%
AFAS
261
Acorn Financial Advisory Services
Virginia
$607K +$29.2K +1,500 +5%
CFS
262
CRA Financial Services
New Jersey
$571K -$7.79K -400 -1%
JWCA
263
J.W. Cole Advisors
Florida
$571K +$154K +7,912 +36%
HW
264
Hamilton Wealth
California
$561K +$575K +29,510 New
KCM
265
Karp Capital Management
California
$560K -$11.3M -581,690 -95%
Mirae Asset Global Investments
266
Mirae Asset Global Investments
South Korea
$559K -$795K -40,794 -58%
Creative Planning
267
Creative Planning
Kansas
$558K -$15.3K -785 -3%
MWA
268
Meridian Wealth Advisors
Texas
$558K +$6.14K +315 +1%
MPCG
269
Matrix Private Capital Group
New York
$549K
JCM
270
Jacobi Capital Management
Pennsylvania
$549K +$17.5K +897 +3%
USCWA
271
U.S. Capital Wealth Advisors
Texas
$531K +$544K +27,915 New
ACA
272
Aptus Capital Advisors
Alabama
$531K +$544K +27,944 New
GWANC
273
Guardian Wealth Advisors (North Carolina)
North Carolina
$530K
BZWA
274
Blue Zone Wealth Advisors
California
$525K +$1.21K +62 +0.2%
LSA
275
Lansing Street Advisors
Pennsylvania
$525K +$542K +27,818 New