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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Apollon Wealth Management
South Carolina
$320K -$165K -9,186 -34%
FPWM
302
FSB Premier Wealth Management
Iowa
$316K -$75.4K -4,199 -19%
CIA
303
Capital Investment Advisors
Georgia
$315K +$7.04K +392 +2%
LPAM
304
Lodestar Private Asset Management
California
$312K -$22K -1,223 -6%
AWA
305
Acorn Wealth Advisors
Michigan
$311K +$413 +23 +0.1%
DFG
306
Delta Financial Group
New Jersey
$310K
RIA
307
Realta Investment Advisors
Delaware
$310K +$312K +17,394 New
DWP
308
Daymark Wealth Partners
Ohio
$299K -$86.4K -4,811 -22%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$295K +$299K +16,680 New
IAG
310
Investmark Advisory Group
Connecticut
$294K +$36.9K +2,055 +14%
PCIA
311
Prime Capital Investment Advisors
Kansas
$294K +$539 +30 +0.2%
PI
312
PFG Investments
New York
$289K +$293K +16,313 New
CFD
313
Creative Financial Designs
Indiana
$288K +$8.21K +457 +3%
DE
314
Diversified Enterprises
Delaware
$283K -$40.4K -2,250 -12%
GRP
315
Global Retirement Partners
California
$283K +$7.29K +406 +3%
TCA
316
Transcend Capital Advisors
New Jersey
$280K +$359 +20 +0.1%
CAM
317
Cresset Asset Management
Illinois
$279K -$167K -9,281 -37%
VAS
318
Vestmark Advisory Solutions
Massachusetts
$277K +$280K +15,622 New
NFG
319
Nations Financial Group
Iowa
$276K +$7.2K +401 +3%
PWS
320
Proactive Wealth Strategies
Georgia
$275K -$80.7K -4,493 -22%
HGERS
321
Householder Group Estate & Retirement Specialist
Arizona
$273K +$5.12K +285 +2%
SCI
322
Stableford Capital II
Arizona
$271K
MWPCG
323
Measured Wealth Private Client Group
New Hampshire
$269K -$66.2K -3,687 -20%
AFAS
324
Acorn Financial Advisory Services
Virginia
$268K -$5.22K -291 -2%
HA
325
Helium Advisors
Washington
$268K +$272K +15,145 New