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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Pinnacle Associates
New York
$446K +$448K +24,505 New
CFWMA
277
Center for Wealth Management Advisory
Ohio
$435K +$436K +23,852 New
CCG
278
Coastwise Capital Group
California
$431K -$17K -928 -4%
TWM
279
Tortuga Wealth Management
California
$428K +$429K +23,466 New
QCM
280
Quantinno Capital Management
New York
$419K +$137K +7,508 +49%
TPWA
281
TRUE Private Wealth Advisors
Oregon
$404K +$4.96K +271 +1%
QPW
282
Quantum Private Wealth
Florida
$401K -$67K -3,663 -14%
CWP
283
Cyndeo Wealth Partners
Florida
$400K +$402K +21,978 New
SDAM
284
Shulman DeMeo Asset Management
New York
$398K
SWM
285
Spire Wealth Management
Virginia
$395K +$5.43K +297 +1%
PEA
286
Park Edge Advisors
Ohio
$394K +$5.03K +275 +1%
SCM
287
Schnieders Capital Management
California
$393K
SWP
288
Summit Wealth Partners
Florida
$392K -$148K -8,102 -27%
O3W
289
Omni 360 Wealth
New Jersey
$385K +$7.32K +400 +2%
PWM
290
Perigon Wealth Management
California
$382K +$115K +6,263 +43%
CIA
291
Capital Investment Advisors
Georgia
$377K -$6.44K -352 -2%
CPIA
292
Cornell Pochily Investment Advisors
New York
$376K -$139K -7,623 -27%
SFA
293
Sequoia Financial Advisors
Ohio
$368K +$11.5K +628 +3%
TWM
294
Topsail Wealth Management
North Carolina
$368K -$3.02K -165 -0.8%
CF
295
Centaurus Financial
California
$360K +$145K +7,912 +67%
Bank of New York Mellon
296
Bank of New York Mellon
New York
$350K -$10.4K -566 -3%
EGA
297
E&G Advisors
Texas
$349K -$9.51K -520 -3%
GWP
298
Gateway Wealth Partners
Wisconsin
$348K +$9.04K +494 +3%
FIA
299
Foundations Investment Advisors
Arizona
$347K -$4.34K -237 -1%
PWMAG
300
Pinnacle Wealth Management Advisory Group
New Jersey
$344K +$345K +18,855 New