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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
251
Medallion Wealth Advisors
Connecticut
$591K -$41.9K -2,292 -7%
KWS
252
Keystone Wealth Services
California
$571K +$573K +31,316 New
1IA
253
1834 Investment Advisors
Wisconsin
$566K -$20.5K -1,119 -3%
CAC
254
Certified Advisory Corp
Florida
$552K +$54.7K +2,992 +11%
AFP
255
Ausdal Financial Partners
Iowa
$541K +$19.6K +1,073 +4%
LI
256
LVZ Inc
Michigan
$538K +$65.7K +3,594 +14%
WIA
257
World Investment Advisors
California
$526K +$528K +28,890 New
PWP
258
Principle Wealth Partners
Connecticut
$517K – – –
SW
259
SteelPeak Wealth
California
$506K -$223K -12,200 -31%
PWS
260
Pursuit Wealth Strategies
North Carolina
$505K +$507K +27,703 New
MF
261
Manchester Financial
California
$503K – – –
HNB
262
Huntington National Bank
Ohio
$498K – – –
QWM
263
QP Wealth Management
New Jersey
$492K +$494K +27,001 New
AIFAIM
264
American Institute for Advanced Investment Management
Arizona
$491K – – –
PFS
265
Prospect Financial Services
New York
$491K -$56.6K -3,093 -10%
NW
266
NewEdge Wealth
Pennsylvania
$481K -$34.9K -1,907 -7%
VWM
267
Vermillion Wealth Management
Minnesota
$469K +$6.71K +367 +1%
TF
268
Tudor Financial
Ohio
$468K +$26.2K +1,431 +6%
FFN
269
Focus Financial Network
Minnesota
$467K +$19.8K +1,085 +4%
ACA
270
Aptus Capital Advisors
Alabama
$461K +$1.33K +73 +0.3%
FFG
271
First Financial Group
North Carolina
$459K -$3.66K -200 -0.8%
GWANC
272
Guardian Wealth Advisors (North Carolina)
North Carolina
$457K – – –
MQWP
273
Morey & Quinn Wealth Partners
Nebraska
$453K -$15.5K -850 -3%
SWM
274
Stockman Wealth Management
Montana
$450K +$18.6K +1,016 +4%
WWA
275
WCG Wealth Advisors
Nevada
$447K +$448K +24,512 New
9 10
11
12 13