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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
326
McElhenny Sheffield Capital Management
Texas
$253K +$255K +14,385 New
CF
327
Centaurus Financial
California
$252K -$83.2K -4,688 -25%
OHIS
328
Oak Harvest Investment Services
Texas
$251K +$53 +3 +0%
DC
329
DeDora Capital
California
$249K – – –
WT
330
Whittier Trust
California
$245K – – –
CW
331
CreativeOne Wealth
Kansas
$245K -$176K -9,916 -42%
WC
332
Waterloo Capital
Texas
$244K -$6.58K -371 -3%
PWP
333
Principle Wealth Partners
Connecticut
$239K +$241K +13,600 New
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$238K +$25.4K +1,430 +12%
PWM
335
Perigon Wealth Management
California
$233K +$16.1K +909 +7%
TA
336
TFG Advisers
Michigan
$231K +$21.4K +1,208 +10%
SNB
337
Security National Bank
Nebraska
$231K – – –
MWPCG
338
Measured Wealth Private Client Group
New Hampshire
$228K -$40K -2,255 -15%
EA
339
Everpar Advisors
Oklahoma
$225K -$35.9K -2,020 -14%
SWM
340
Spire Wealth Management
Virginia
$220K +$19.2K +1,084 +9%
SHGA
341
Sand Hill Global Advisors
California
$218K +$220K +12,379 New
FAIM
342
Financial Advocates Investment Management
Washington
$217K +$5.59K +315 +3%
DWM
343
Diversify Wealth Management
Utah
$215K +$710 +40 +0.3%
CCAL
344
City Center Advisors LLC
Michigan
$213K -$14.4K -812 -6%
AAMA
345
Advanced Asset Management Advisors
Ohio
$211K – – –
CAC
346
Certified Advisory Corp
Florida
$210K -$3.44K -194 -2%
BAM
347
Belpointe Asset Management
Nevada
$209K -$146K -8,238 -41%
NPFS
348
Novak & Powell Financial Services
Florida
$206K -$7.99K -450 -4%
KFGK
349
Keystone Financial Group (Kentucky)
Kentucky
$206K -$2.82K -159 -1%
HA
350
HFG Advisors
Ohio
$205K – – –
12 13
14
15 16