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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
251
Principle Wealth Partners
Connecticut
$538K +$53.2K +3,170 +11%
WWA
252
WCG Wealth Advisors
Nevada
$536K +$62.3K +3,716 +13%
SWM
253
SeaCrest Wealth Management
New York
$535K -$200K -11,900 -27%
CCG
254
Coastwise Capital Group
California
$528K -$99.8K -5,951 -16%
OA
255
Oxbow Advisors
Texas
$512K -$245K -14,627 -32%
TCM
256
True Capital Management
California
$508K +$508K +30,265 New
Corient Private Wealth
257
Corient Private Wealth
Florida
$488K +$488K +29,070 New
MPCG
258
Matrix Private Capital Group
New York
$485K
CAN
259
Claraphi Advisory Network
United States
$481K +$19.1K +1,140 +4%
BF
260
BOK Financial
Oklahoma
$476K -$30.1K -1,797 -6%
ACA
261
Aptus Capital Advisors
Alabama
$464K -$17.2K -1,025 -4%
GWANC
262
Guardian Wealth Advisors (North Carolina)
North Carolina
$463K -$17.2K -1,025 -4%
FPWM
263
FSB Premier Wealth Management
Iowa
$455K +$1.12K +67 +0.2%
BZWA
264
Blue Zone Wealth Advisors
California
$449K +$1.06K +63 +0.2%
Mirae Asset Global Investments
265
Mirae Asset Global Investments
South Korea
$448K
APP
266
Avantax Planning Partners
Iowa
$441K -$349K -20,810 -44%
AWAG
267
ARS Wealth Advisors Group
Florida
$436K
RIA
268
Realta Investment Advisors
Delaware
$436K -$100K -5,962 -19%
PTP
269
Platform Technology Partners
New York
$431K -$8.39K -500 -2%
BIA
270
Barry Investment Advisors
Massachusetts
$426K +$426K +25,382 New
SFG
271
Summit Financial Group
West Virginia
$424K
CFD
272
Creative Financial Designs
Indiana
$420K -$466K -27,772 -53%
FFS
273
Founders Financial Securities
Maryland
$414K -$7.23K -431 -2%
AWM
274
AE Wealth Management
Kansas
$409K -$102K -6,081 -20%
SOS
275
Silver Oak Securities
Tennessee
$405K +$404K +24,100 New