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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
251
Principle Wealth Partners
Connecticut
$504K – – –
AIFAIM
252
American Institute for Advanced Investment Management
Arizona
$503K +$25K +1,375 +5%
PWS
253
Pursuit Wealth Strategies
North Carolina
$497K +$5.86K +322 +1%
WIA
254
World Investment Advisors
California
$497K -$16.3K -894 -3%
PWS
255
Proactive Wealth Strategies
Georgia
$492K +$245K +13,434 +94%
MF
256
Manchester Financial
California
$490K – – –
SDAM
257
Shulman DeMeo Asset Management
New York
$484K +$99.1K +5,442 +25%
HNB
258
Huntington National Bank
Ohio
$474K – – –
TF
259
Tudor Financial
Ohio
$469K +$13.2K +724 +3%
CAMG
260
CWA Asset Management Group
Florida
$469K +$157K +8,616 +48%
APW
261
Aurora Private Wealth
New Jersey
$457K -$241K -13,260 -35%
VWM
262
Vermillion Wealth Management
Minnesota
$444K -$13.3K -732 -3%
CFG
263
Cooper Financial Group
California
$439K -$209K -11,472 -32%
QWM
264
QP Wealth Management
New Jersey
$439K -$40.9K -2,248 -8%
RSWM
265
Robertson Stephens Wealth Management
California
$436K -$557K -30,602 -55%
MQWP
266
Morey & Quinn Wealth Partners
Nebraska
$436K -$5.41K -297 -1%
PA
267
Pinnacle Associates
New York
$435K – – –
PFS
268
Prospect Financial Services
New York
$431K -$47.6K -2,614 -10%
SWM
269
Spire Wealth Management
Virginia
$431K +$47.7K +2,618 +12%
IG
270
IFS Group
Pennsylvania
$427K +$438K +24,036 New
CCG
271
Coastwise Capital Group
California
$421K +$710 +39 +0.2%
CF
272
Centaurus Financial
California
$416K +$67.5K +3,709 +19%
CWP
273
Cyndeo Wealth Partners
Florida
$414K +$24.3K +1,333 +6%
WWA
274
WCG Wealth Advisors
Nevada
$409K -$26.9K -1,476 -6%
QCM
275
Quantinno Capital Management
New York
$408K – – –
9 10
11
12 13