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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMR
276
Wealth Management Resources
Rhode Island
$529K +$531K +26,045 New
WDA
277
Wendell David Associates
New Hampshire
$528K +$132K +6,500 +33%
ARC
278
Advisor Resource Council
Texas
$526K +$528K +25,883 New
OCM
279
Objective Capital Management
Ohio
$526K +$528K +25,900 New
BAAM
280
Baker Avenue Asset Management
California
$521K
RFWA
281
RPg Family Wealth Advisory
Massachusetts
$517K
SFG
282
Summit Financial Group
West Virginia
$508K -$4.34K -213 -0.8%
MA
283
Mezzasalma Advisors
New Jersey
$508K -$1.28K -63 -0.3%
5L
284
55I LLC
Massachusetts
$500K +$4.08K +200 +0.8%
LSA
285
Lion Street Advisors
Texas
$498K +$101K +4,931 +25%
PTP
286
Platform Technology Partners
New York
$497K
ERWM
287
Elk River Wealth Management
Colorado
$477K -$85.1K -4,175 -15%
SFP
288
Strategic Financial Partners
Oregon
$474K -$122K -5,982 -20%
JWCA
289
J.W. Cole Advisors
Florida
$449K +$450K +22,086 New
SDAM
290
Shulman DeMeo Asset Management
New York
$444K
CCP
291
Corient Capital Partners
California
$443K -$16.4K -805 -4%
MRCM
292
M&R Capital Management
New Jersey
$438K +$183 +9 +0%
GWSG
293
GPS Wealth Strategies Group
Colorado
$434K -$14.6K -715 -3%
SB
294
Strategic Blueprint
Georgia
$417K +$103K +5,034 +33%
HA
295
Hofer & Associates
California
$416K +$417K +20,483 New
DHFB
296
Dixon Hubard Feinour & Brown
Virginia
$408K +$410K +20,097 New
William Blair & Company
297
William Blair & Company
Illinois
$407K +$876 +43 +0.2%
BNP Paribas Financial Markets
298
BNP Paribas Financial Markets
France
$402K +$403K +19,772 New
MMM
299
Mendel Money Management
Illinois
$399K +$74K +3,630 +23%
RW
300
RVW Wealth
California
$388K