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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
251
Ballew Advisors
Mississippi
$474K +$486K +27,050 New
HWM
252
HB Wealth Management
Georgia
$473K +$480K +26,744 New
CCFM
253
Clear Creek Financial Management
Washington
$471K -$37.6K -2,096 -7%
CP
254
Creekside Partners
California
$470K +$135K +7,524 +40%
GSIAS
255
Garden State Investment Advisory Services
New Jersey
$463K +$469K +26,141 New
SWM
256
SeaCrest Wealth Management
New York
$458K +$118K +6,554 +34%
APW
257
Aurora Private Wealth
New Jersey
$451K +$33.1K +1,842 +8%
BAWC
258
Boyce & Associates Wealth Consulting
Texas
$451K +$157K +8,740 +52%
ACA
259
Aptus Capital Advisors
Alabama
$444K – – –
GWANC
260
Guardian Wealth Advisors (North Carolina)
North Carolina
$444K – – –
VWM
261
Vermillion Wealth Management
Minnesota
$438K +$444K +24,752 New
FFN
262
Focus Financial Network
Minnesota
$437K +$7.63K +425 +2%
BHBT
263
Burke & Herbert Bank & Trust
Virginia
$437K – – –
CCG
264
Cypress Capital Group
Florida
$435K -$193K -10,750 -30%
SWM
265
Stockman Wealth Management
Montana
$429K -$147K -8,215 -25%
DF
266
Dunhill Financial
United Kingdom
$427K +$34.1K +1,900 +9%
AIFAIM
267
American Institute for Advanced Investment Management
Arizona
$425K +$154K +8,600 +56%
TW
268
TritonPoint Wealth
Maryland
$425K -$485 -27 -0.1%
TF
269
Tudor Financial
Ohio
$423K +$25.5K +1,421 +6%
CW
270
CreativeOne Wealth
Kansas
$422K +$428K +23,822 New
TLA
271
Tanglewood Legacy Advisors
Texas
$421K – – –
LI
272
LVZ Inc
Michigan
$416K +$8.55K +476 +2%
PTP
273
Platform Technology Partners
New York
$415K -$736 -41 -0.2%
FFS
274
Founders Financial Securities
Maryland
$413K -$27.6K -1,539 -6%
CWA
275
Choice Wealth Advisors
Maine
$412K -$4.99M -277,835 -92%
9 10
11
12 13