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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Cresset Asset Management
Illinois
$432K -$41K -2,399 -9%
SFG
252
Summit Financial Group
West Virginia
$428K
O3W
253
Omni 360 Wealth
New Jersey
$427K -$40.4K -2,362 -9%
AWM
254
Apollon Wealth Management
South Carolina
$419K -$85.5K -4,998 -17%
LMKC
255
L.M. Kohn & Company
Ohio
$413K +$51 +3 +0%
FPWM
256
FSB Premier Wealth Management
Iowa
$399K -$46.3K -2,708 -11%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$393K
SCM
258
Schnieders Capital Management
California
$391K -$14.5K -850 -4%
RWM
259
Ritholtz Wealth Management
New York
$389K +$39.7K +2,319 +12%
PWA
260
PCG Wealth Advisors
Kansas
$386K +$7.61K +445 +2%
FTCM
261
First Trust Capital Management
Illinois
$385K
SDAM
262
Shulman DeMeo Asset Management
New York
$378K
BIA
263
Barry Investment Advisors
Massachusetts
$378K +$2.24K +131 +0.6%
Ameriprise
264
Ameriprise
Minnesota
$375K +$4.34K +254 +1%
FFN
265
Focus Financial Network
Minnesota
$373K +$6.72K +393 +2%
PEA
266
Park Edge Advisors
Ohio
$366K +$4.16K +243 +1%
AP
267
Americana Partners
Texas
$364K +$1.57K +92 +0.4%
EGA
268
E&G Advisors
Texas
$346K
CA
269
Claro Advisors
Massachusetts
$345K -$54.4K -3,182 -14%
EA
270
Everpar Advisors
Oklahoma
$341K -$196K -11,466 -37%
D
271
Diversified
Delaware
$341K +$136K +7,940 +68%
RIA
272
Realta Investment Advisors
Delaware
$340K +$1.08K +63 +0.3%
KWM
273
Keating Wealth Management
Colorado
$332K
Envestnet Portfolio Solutions
274
Envestnet Portfolio Solutions
Illinois
$330K +$326K +19,076 New
RW
275
RVW Wealth
California
$330K