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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$3.37K – – –
CJ
402
Caitlin John
Michigan
$2.78K +$2.66K +165 New
HGERS
403
Householder Group Estate & Retirement Specialist
Arizona
$1K +$16 +1 +1%
BTI
404
Blue Trust Inc
Georgia
$1K +$516 +32 New
LWA
405
Lowe Wealth Advisors
Maryland
$691 +$661 +41 New
Fidelity Investments
406
Fidelity Investments
Massachusetts
$270 +$177 +11 +220%
AI
407
Atria Investments
North Carolina
– -$4.33M -270,872 Closed
TPWM
408
Twelve Points Wealth Management
Massachusetts
– -$4.17M -261,364 Closed
ACA
409
Ascension Capital Advisors
Texas
– -$1.74M -108,734 Closed
CFS
410
Commonwealth Financial Services
West Virginia
– -$1.05M -66,028 Closed
RG
411
Retirement Group
California
– -$988K -61,859 Closed
SFPG
412
Stonebridge Financial Planning Group
Florida
– -$693K -43,422 Closed
BFO
413
Biltmore Family Office
North Carolina
– -$647K -40,523 Closed
CPC
414
Consolidated Planning Corp
Georgia
– -$432K -27,077 Closed
CAMG
415
CWA Asset Management Group
Florida
– -$374K -23,394 Closed
Corient Private Wealth
416
Corient Private Wealth
Florida
– -$340K -21,263 Closed
CCB
417
Cutter & Co Brokerage
Missouri
– -$296K -18,514 Closed
FIA
418
Foundations Investment Advisors
Arizona
– -$289K -18,120 Closed
HF
419
HRT Financial
New York
– -$269K -16,895 Closed
Lido Advisors
420
Lido Advisors
California
– -$233K -14,581 Closed
AWA
421
Acorn Wealth Advisors
Michigan
– -$222K -13,921 Closed
FAM
422
Flaharty Asset Management
Florida
– -$211K -13,188 Closed
GSEP
423
Golden State Equity Partners
California
– -$200K -12,498 Closed
PCA
424
Prosperity Capital Advisors
Ohio
– -$190K -11,889 Closed
ST
425
Spinnaker Trust
Maine
– -$183K -11,463 Closed