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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
326
Carroll Financial Associates
North Carolina
$7K +$5.37K +272 +221%
TWA
327
TCI Wealth Advisors
Arizona
$7K +$7.27K +368 New
AW
328
Avion Wealth
Texas
$6K – – –
HCM
329
Highlander Capital Management
New Jersey
$6K – – –
CFO
330
CVA Family Office
Colorado
$5K – – –
HPC
331
HM Payson & Co
Maine
$5K +$5.28K +267 New
GFPC
332
Global Financial Private Client
Florida
$4.35K – – –
SIS
333
Sound Income Strategies
Florida
$3K – – –
TI
334
tru Independence
Oregon
$253 +$230K +11,648 New
TC
335
Trilogy Capital
California
– -$5.71M -297,965 Closed
AWE
336
Avidian Wealth Enterprises
Texas
– -$5.34M -278,536 Closed
WI
337
Wintrust Investments
Illinois
– -$1.36M -71,059 Closed
IAIM
338
International Assets Investment Management
Florida
– -$808K -42,141 Closed
PG
339
Patten Group
Tennessee
– -$759K -39,613 Closed
EWM
340
EPG Wealth Management
Georgia
– -$293K -15,308 Closed
MGIA
341
Moneta Group Investment Advisors
Missouri
– -$198K -10,329 Closed
GLA
342
Good Life Advisors
Pennsylvania
– -$196K -10,229 Closed
GSWM
343
Golden State Wealth Management
California
– -$152K -7,931 Closed
GT
344
Glenmede Trust
Pennsylvania
– -$120K -6,297 Closed
FHA
345
Flagship Harbor Advisors
Massachusetts
– -$100K -5,249 Closed
FFA
346
Founders Financial Alliance
North Carolina
– -$71K -3,708 Closed
ST
347
Smithfield Trust
Pennsylvania
– -$47K -2,464 Closed
NNP
348
Nachman Norwood & Parrott
South Carolina
– -$28K -1,448 Closed
JFA
349
JNBA Financial Advisors
Minnesota
– -$10K -500 Closed
F
350
F3Logic
Minnesota
– -$2.24K -117 Closed
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14
15