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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
351
Washington Trust
Rhode Island
$10K +$10.1K +487 New
GPA
352
Guidance Point Advisors
Massachusetts
$10K +$10.6K +511 New
CFA
353
Carroll Financial Associates
North Carolina
$8K – – –
DI
354
Disciplined Investments
Oklahoma
$6K – – –
HCM
355
Highlander Capital Management
New Jersey
$6K – – –
CFO
356
CVA Family Office
Colorado
$5K – – –
GFPC
357
Global Financial Private Client
Florida
$4.43K – – –
AF
358
Allworth Financial
California
$4K -$6.59K -319 -62%
CCA
359
Column Capital Advisors
Indiana
$4K – – –
LF
360
Lee Financial
Texas
$3K – – –
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
OSAM
362
O'Shaughnessy Asset Management
Connecticut
$1K +$1.51K +73 New
MAP
363
Milestone Advisory Partners
North Carolina
– -$16.7M -808,893 Closed
MWM
364
Mattern Wealth Management
Kansas
– -$9.41M -455,391 Closed
SWP
365
Stratos Wealth Partners
Ohio
– -$8.16M -395,900 Closed
BFA
366
Brendel Financial Advisors
New Hampshire
– -$4.66M -225,975 Closed
FA
367
FDx Advisors
Illinois
– -$3.26M -158,242 Closed
IA
368
Insight Advisors
Pennsylvania
– -$1.46M -70,805 Closed
PWM
369
PRW Wealth Management
Massachusetts
– -$1.32M -64,134 Closed
OMC
370
Old Mission Capital
Illinois
– -$1.11M -53,978 Closed
CIAS
371
Capital Investment Advisory Services
North Carolina
– -$995K -48,318 Closed
Jane Street
372
Jane Street
New York
– -$985K -47,815 Closed
RWM
373
Ritholtz Wealth Management
New York
– -$896K -43,471 Closed
IC
374
Inscription Capital
Texas
– -$744K -36,137 Closed
ARC
375
Advisor Resource Council
Texas
– -$454K -22,054 Closed