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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
HH
351
Hilltop Holdings
Texas
$223K +$28.8K +1,600 +15%
WC
352
Waterloo Capital
Texas
$223K -$29.4K -1,635 -12%
HA
353
Huntleigh Advisors
Missouri
$220K +$2.67K +148 +1%
CWM
354
Concentrum Wealth Management
California
$218K – – –
AAMA
355
Advanced Asset Management Advisors
Ohio
$215K – – –
SFP
356
Strategic Financial Partners
Oregon
$210K +$360 +20 +0.2%
NPFS
357
Novak & Powell Financial Services
Florida
$209K – – –
BZWA
358
Blue Zone Wealth Advisors
California
$209K +$3.37K +187 +2%
EAN
359
Excelsior Advisor Network
Colorado
$206K +$1.57K +87 +0.8%
CAM
360
Cresset Asset Management
Illinois
$203K +$12K +665 +6%
PWM
361
Partners Wealth Management
California
$203K – – –
CGH
362
Crossmark Global Holdings
Texas
$200K +$201K +11,174 New
MWA
363
Medallion Wealth Advisors
Connecticut
$200K -$357K -19,848 -64%
CCAL
364
City Center Advisors LLC
Michigan
$199K +$201K +11,149 New
SVWAG
365
Sound View Wealth Advisors Group
Georgia
$199K -$16.9K -936 -8%
AF
366
ASL Financial
California
$197K – – –
FFS
367
Founders Financial Securities
Maryland
$193K +$252 +14 +0.1%
OL
368
Owen LaRue
Kentucky
$192K +$1.26K +70 +0.7%
MWA
369
Meridian Wealth Advisors
Texas
$191K +$2.77K +154 +1%
MG
370
Mather Group
Illinois
$189K – – –
CAM
371
Cozad Asset Management
Illinois
$189K -$34.7K -1,927 -15%
EWM
372
Endowment Wealth Management
Wisconsin
$187K -$20.3K -1,128 -10%
SNB
373
Security National Bank
Nebraska
$183K +$4.54K +252 +3%
EMAM
374
Encompass More Asset Management
California
$183K -$3.94K -219 -2%
MWM
375
MBE Wealth Management
Wisconsin
$180K – – –
13 14
15
16 17