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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
301
RPg Family Wealth Advisory
Massachusetts
$313K -$9.28K -514 -3%
IAG
302
Investmark Advisory Group
Connecticut
$309K +$1.25K +69 +0.4%
DE
303
Diversified Enterprises
Delaware
$307K +$15.8K +875 +5%
QP
304
Quartz Partners
New York
$305K -$42.2K -2,338 -12%
PWS
305
Proactive Wealth Strategies
Georgia
$295K +$4.03K +223 +1%
CCFM
306
Clear Creek Financial Management
Washington
$294K -$83.6K -4,627 -22%
TCA
307
Transcend Capital Advisors
New Jersey
$289K +$379 +21 +0.1%
BNP Paribas Financial Markets
308
BNP Paribas Financial Markets
France
$286K
QCM
309
Quantinno Capital Management
New York
$282K +$12.6K +700 +5%
IA
310
Integrity Alliance
Iowa
$282K +$74.9K +4,146 +37%
SCI
311
Stableford Capital II
Arizona
$279K
VIM
312
Vista Investment Management
Pennsylvania
$279K
SWA
313
Sax Wealth Advisors
New Jersey
$276K +$274K +15,152 New
HA
314
Helium Advisors
Washington
$275K +$8.83K +489 +3%
IWM
315
Integris Wealth Management
California
$274K
LPAM
316
Lodestar Private Asset Management
California
$273K -$6.54K -362 -2%
PWM
317
Perigon Wealth Management
California
$269K -$19.3K -1,070 -7%
CIG
318
Cascade Investment Group
Colorado
$268K -$170K -9,436 -39%
GSIAS
319
Garden State Investment Advisory Services
New Jersey
$268K +$265K +14,693 New
KCFA
320
Key Client Fiduciary Advisors
New Jersey
$268K +$33.3K +1,846 +14%
SVWAG
321
Sound View Wealth Advisors Group
Georgia
$266K -$3.38K -187 -1%
AWA
322
Acorn Wealth Advisors
Michigan
$265K -$11K -607 -4%
MSCM
323
McElhenny Sheffield Capital Management
Texas
$262K
CAM
324
Cresset Asset Management
Illinois
$259K +$1.37K +76 +0.5%
AssetMark Inc
325
AssetMark Inc
California
$257K +$27.8K +1,541 +12%