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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
351
HFG Advisors
Ohio
$205K – – –
FFA
352
Farther Finance Advisors
California
$204K +$52.6K +2,964 +34%
IA
353
Integrity Alliance
Iowa
$203K +$205K +11,566 New
CCM
354
Chiron Capital Management
Florida
$201K +$3.55K +200 +2%
PWM
355
Partners Wealth Management
California
$198K – – –
WIA
356
World Investment Advisors
California
$195K +$197K +11,075 New
CAM
357
Cozad Asset Management
Illinois
$193K -$14.4K -809 -7%
OL
358
Owen LaRue
Kentucky
$192K -$21.5K -1,213 -10%
KCFA
359
Key Client Fiduciary Advisors
New Jersey
$190K +$192K +10,813 New
MG
360
Mather Group
Illinois
$186K – – –
SFP
361
Strategic Financial Partners
Oregon
$185K +$89 +5 +0%
LEA
362
Legacy Edge Advisors
New York
$183K – – –
Corient Private Wealth
363
Corient Private Wealth
Florida
$182K +$184K +10,356 New
MWM
364
MBE Wealth Management
Wisconsin
$182K -$24.1K -1,357 -12%
CA
365
Claro Advisors
Massachusetts
$181K -$51.8K -2,916 -22%
EW
366
Evoke Wealth
California
$179K – – –
Lido Advisors
367
Lido Advisors
California
$178K +$180K +10,135 New
CL
368
Choreo LLC
Illinois
$178K +$1.31K +74 +0.7%
EWM
369
EPG Wealth Management
Georgia
$178K -$165K -9,296 -48%
BZWA
370
Blue Zone Wealth Advisors
California
$178K -$8.06K -454 -4%
IAS
371
Insigneo Advisory Services
Florida
$176K -$13.6K -769 -7%
MFG
372
Mendota Financial Group
Wisconsin
$155K +$26.9K +1,513 +21%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$136K +$137K +7,741 New
ST
374
Smithfield Trust
Pennsylvania
$130K – – –
EWP
375
Elevation Wealth Partners
California
$129K +$130K +7,341 New