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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
351
Aspen Wealth Strategies
Colorado
$230K -$141K -7,699 -38%
DWP
352
Daymark Wealth Partners
Ohio
$230K
CAM
353
Cozad Asset Management
Illinois
$227K +$695 +38 +0.3%
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$226K -$951 -52 -0.4%
CW
355
CreativeOne Wealth
Kansas
$224K +$33.3K +1,820 +17%
CWM
356
Concentrum Wealth Management
California
$222K -$124K -6,770 -36%
SWGC
357
Summit Wealth Group (Colorado)
Colorado
$220K +$221K +12,091 New
SVWAG
358
Sound View Wealth Advisors Group
Georgia
$219K -$46.7K -2,555 -18%
AAMA
359
Advanced Asset Management Advisors
Ohio
$219K
HA
360
Huntleigh Advisors
Missouri
$217K +$7.28K +398 +3%
CS
361
Capital Square
Tennessee
$215K
CAM
362
Cresset Asset Management
Illinois
$215K -$44.1K -2,412 -17%
SFP
363
Strategic Financial Partners
Oregon
$213K +$21.1K +1,152 +11%
HA
364
HFG Advisors
Ohio
$213K
PWM
365
Partners Wealth Management
California
$206K +$896 +49 +0.4%
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$206K -$40.2K -2,196 -16%
NPFS
367
Novak & Powell Financial Services
Florida
$206K -$8.23K -450 -4%
BZWA
368
Blue Zone Wealth Advisors
California
$204K +$732 +40 +0.4%
EWM
369
Endowment Wealth Management
Wisconsin
$203K +$4.99K +273 +3%
Lido Advisors
370
Lido Advisors
California
$203K
OHIS
371
Oak Harvest Investment Services
Texas
$202K -$41K -2,241 -17%
CFP
372
Cascade Financial Partners
California
$202K +$202K +11,065 New
DF
373
Dunhill Financial
United Kingdom
$201K
NP
374
Nilsine Partners
Colorado
$201K
AF
375
ASL Financial
California
$200K +$201K +11,000 New