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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
301
Stableford Capital II
Arizona
$278K – – –
TCA
302
Transcend Capital Advisors
New Jersey
$269K +$282K +15,595 New
GI
303
Gradient Investments
Minnesota
$266K -$72.6M -4,014,654 -100%
MMM
304
Mendel Money Management
Illinois
$265K -$116K -6,435 -30%
EWM
305
EPG Wealth Management
Georgia
$265K +$3.6K +199 +1%
CCG
306
Chatham Capital Group
Georgia
$261K – – –
FFG
307
Frisch Financial Group
New York
$259K -$8.44K -467 -3%
CAP
308
Columbia Advisory Partners
Washington
$259K -$2.01K -111 -0.7%
GSC
309
G&S Capital
Colorado
$258K -$157K -8,709 -37%
NWMG
310
National Wealth Management Group
Ohio
$257K +$42.8K +2,369 +19%
MWA
311
Meridian Wealth Advisors
Texas
$256K -$262K -14,470 -49%
WCFA
312
Walkner Condon Financial Advisors
Wisconsin
$254K +$8.95K +495 +3%
MWM
313
MBE Wealth Management
Wisconsin
$247K -$7.05K -390 -3%
KCM
314
Karp Capital Management
California
$239K -$281K -15,556 -53%
BWA
315
Beam Wealth Advisors
Louisiana
$238K +$3.67K +203 +1%
WP
316
WealthShield Partners
North Carolina
$237K +$32.8K +1,815 +15%
QFA
317
Quantum Financial Advisors
California
$236K +$235K +12,994 New
MSCM
318
McElhenny Sheffield Capital Management
Texas
$233K – – –
MOS
319
MGO One Seven
Ohio
$232K +$243K +13,455 New
FRA
320
Front Row Advisors
California
$227K – – –
IWA
321
IBEX Wealth Advisors
New Jersey
$226K -$23.7K -1,312 -9%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$226K +$32K +1,772 +16%
PWA
323
Providence Wealth Advisors
Illinois
$225K -$1.5M -83,238 -86%
WIA
324
World Investment Advisors
California
$213K -$33.9K -1,878 -14%
GLA
325
Good Life Advisors
Pennsylvania
$209K -$173K -9,592 -44%
11 12
13
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