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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
276
Topsail Wealth Management
North Carolina
$387K
TPWA
277
TRUE Private Wealth Advisors
Oregon
$385K +$4.19K +240 +1%
SCM
278
Schnieders Capital Management
California
$384K -$17.5K -1,000 -4%
Bank of New York Mellon
279
Bank of New York Mellon
New York
$384K -$78.9K -4,520 -17%
CIA
280
Capital Investment Advisors
Georgia
$381K +$27.4K +1,572 +8%
PEA
281
Park Edge Advisors
Ohio
$376K +$4.24K +243 +1%
CCFM
282
Clear Creek Financial Management
Washington
$370K -$85.1K -4,877 -19%
BAM
283
Belpointe Asset Management
Nevada
$367K +$153K +8,763 +74%
O3W
284
Omni 360 Wealth
New Jersey
$367K -$36.1K -2,068 -9%
PTP
285
Platform Technology Partners
New York
$365K -$51.8K -2,968 -13%
SCA
286
Strathmore Capital Advisors
North Carolina
$363K +$354K +20,305 New
DF
287
Dunhill Financial
United Kingdom
$363K +$3.44K +197 +1%
SWM
288
Spire Wealth Management
Virginia
$361K +$135K +7,759 +62%
GWP
289
Gateway Wealth Partners
Wisconsin
$357K +$351K +20,083 New
CFB
290
Cullen/Frost Bankers
Texas
$357K +$54K +3,091 +18%
EGA
291
E&G Advisors
Texas
$354K
SFA
292
Sequoia Financial Advisors
Ohio
$350K -$15.7K -898 -4%
GLA
293
Good Life Advisors
Pennsylvania
$348K -$144K -8,229 -30%
QP
294
Quartz Partners
New York
$340K
CWM
295
Concentrum Wealth Management
California
$338K -$80.9K -4,632 -20%
WTC
296
WhitTier Trust Company
Nevada
$337K
FFS
297
Founders Financial Securities
Maryland
$326K -$54.7K -3,136 -15%
1W
298
1776 Wealth
Georgia
$325K
CAMG
299
CWA Asset Management Group
Florida
$321K
SRC
300
Shufro Rose & Co
New York
$320K