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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
351
TFG Advisers
Michigan
$211K +$214K +11,930 New
KFGK
352
Keystone Financial Group (Kentucky)
Kentucky
$210K +$14.4K +800 +7%
MFIM
353
Mesirow Financial Investment Management
Illinois
$209K +$212K +11,794 New
CAM
354
Cozad Asset Management
Illinois
$208K +$26.1K +1,453 +14%
MWM
355
MBE Wealth Management
Wisconsin
$207K +$700 +39 +0.3%
HA
356
HFG Advisors
Ohio
$207K
SWM
357
Spire Wealth Management
Virginia
$203K +$206K +11,450 New
CFB
358
Cullen/Frost Bankers
Texas
$201K +$204K +11,368 New
PWM
359
Partners Wealth Management
California
$200K +$203K +11,282 New
CCM
360
Chiron Capital Management
Florida
$198K +$12.6K +700 +7%
AssetMark Inc
361
AssetMark Inc
California
$198K +$191K +10,614 +1,833%
GM
362
GeoWealth Management
Illinois
$198K -$6.3M -351,084 -97%
BP
363
Ballentine Partners
Massachusetts
$196K +$199K +11,080 New
IAS
364
Insigneo Advisory Services
Florida
$191K -$42.4K -2,360 -18%
AWA
365
Arete Wealth Advisors
Illinois
$190K -$3.86K -215 -2%
MG
366
Mather Group
Illinois
$187K
BZWA
367
Blue Zone Wealth Advisors
California
$187K +$4.61K +257 +2%
SFP
368
Strategic Financial Partners
Oregon
$186K +$72 +4 +0%
LEA
369
Legacy Edge Advisors
New York
$184K -$27.2K -1,516 -13%
EFG
370
Ehrlich Financial Group
California
$181K +$184K +10,253 New
EW
371
Evoke Wealth
California
$180K
CL
372
Choreo LLC
Illinois
$178K -$2.96K -165 -2%
FFA
373
Farther Finance Advisors
California
$153K -$27.6K -1,535 -15%
ST
374
Smithfield Trust
Pennsylvania
$132K
MFG
375
Mendota Financial Group
Wisconsin
$129K -$57.1K -3,180 -30%