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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
251
Jacobi Capital Management
Pennsylvania
$444K -$36.6K -2,077 -7%
CCG
252
Chatham Capital Group
Georgia
$437K +$194K +11,000 +73%
PTP
253
Platform Technology Partners
New York
$436K – – –
AWAG
254
ARS Wealth Advisors Group
Florida
$434K -$89.3K -5,066 -16%
SFG
255
Summit Financial Group
West Virginia
$421K -$547 -31 -0.1%
FFS
256
Founders Financial Securities
Maryland
$419K +$262K +14,876 +146%
AWA
257
Acorn Wealth Advisors
Michigan
$411K +$12.3K +695 +3%
SW
258
SteelPeak Wealth
California
$409K -$2.75K -156 -0.6%
OWA
259
Octavia Wealth Advisors
Ohio
$400K -$67.8K -3,846 -14%
MA
260
Mezzasalma Advisors
New Jersey
$398K – – –
LMKC
261
L.M. Kohn & Company
Ohio
$398K +$35.4K +2,008 +9%
PWS
262
Peterson Wealth Services
Utah
$397K -$25.2K -1,431 -6%
FTCM
263
First Trust Capital Management
Illinois
$389K -$42.6K -2,416 -9%
KCFA
264
Key Client Fiduciary Advisors
New Jersey
$385K -$123K -6,963 -23%
IAG
265
Investmark Advisory Group
Connecticut
$383K +$405K +22,950 New
CCP
266
Corient Capital Partners
California
$376K – – –
SIM
267
Seaview Investment Managers
Florida
$372K +$68.5K +3,884 +21%
KFP
268
KMG Fiduciary Partners
Ohio
$369K -$1.69M -96,027 -81%
HH
269
Hilltop Holdings
Texas
$369K -$550K -31,183 -59%
PCIA
270
Prime Capital Investment Advisors
Kansas
$369K +$389K +22,084 New
DAS
271
Dynamic Advisor Solutions
Arizona
$367K -$308K -17,456 -44%
SNB
272
Security National Bank
Nebraska
$367K +$74.1K +4,200 +24%
SDAM
273
Shulman DeMeo Asset Management
New York
$365K – – –
SFP
274
Strategic Financial Partners
Oregon
$363K -$24.1K -1,367 -6%
KIA
275
Kraematon Investment Advisors
Massachusetts
$362K +$382K +21,687 New
9 10
11
12 13