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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
326
Tanager Wealth Management
United Kingdom
$264K +$268K +14,939 New
VIM
327
Vista Investment Management
Pennsylvania
$263K +$2.06K +115 +0.8%
EA
328
Everpar Advisors
Oklahoma
$262K -$6.12K -341 -2%
SVWAG
329
Sound View Wealth Advisors Group
Georgia
$260K +$575 +32 +0.2%
NP
330
Nilsine Partners
Colorado
$260K +$264K +14,685 New
MWA
331
Merkkuri Wealth Advisors
New York
$259K -$25.4K -1,415 -9%
OHIS
332
Oak Harvest Investment Services
Texas
$253K +$17K +949 +7%
WC
333
Waterloo Capital
Texas
$252K -$345K -19,193 -57%
DC
334
DeDora Capital
California
$250K +$24.8K +1,381 +11%
HCM
335
Hudson Capital Management
New Jersey
$250K -$31.7K -1,763 -11%
WT
336
Whittier Trust
California
$246K – – –
CA
337
Claro Advisors
Massachusetts
$234K -$4.88K -272 -2%
SRC
338
Shufro Rose & Co
New York
$234K -$89.8K -5,000 -27%
AFG
339
Atomi Financial Group
New York
$232K +$236K +13,121 New
SNB
340
Security National Bank
Nebraska
$232K -$4.58K -255 -2%
CCAL
341
City Center Advisors LLC
Michigan
$229K +$18.1K +1,007 +8%
SC
342
Savant Capital
Illinois
$228K -$539 -30 -0.2%
PWM
343
Perigon Wealth Management
California
$219K +$222K +12,364 New
DWM
344
Diversify Wealth Management
Utah
$217K +$221K +12,328 New
NPFS
345
Novak & Powell Financial Services
Florida
$216K -$5.39K -300 -2%
OL
346
Owen LaRue
Kentucky
$215K -$29.4K -1,637 -12%
CAC
347
Certified Advisory Corp
Florida
$214K -$17K -948 -7%
WAP
348
Wealthcare Advisory Partners
Pennsylvania
$214K -$154K -8,596 -42%
FAIM
349
Financial Advocates Investment Management
Washington
$213K -$24.8K -1,384 -10%
AAMA
350
Advanced Asset Management Advisors
Ohio
$212K – – –
12 13
14
15 16