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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
26
American Financial Advisors
Georgia
$14.4M +$2.65M +138,076 +21%
AAP
27
Arax Advisory Partners
Colorado
$13.7M +$775K +40,381 +5%
MFG
28
Magnus Financial Group
New York
$13.2M +$14.9M +777,256 +2,998%
HWA
29
HCR Wealth Advisors
California
$11.4M -$61.8K -3,220 -0.5%
LFAS
30
Level Four Advisory Services
Texas
$10.8M +$12.6M +659,269 New
AAS
31
Avantax Advisory Services
Texas
$10.7M +$925K +48,215 +8%
CCA
32
Clearwater Capital Advisors
Illinois
$9.64M +$2.48M +129,372 +28%
EWM
33
Empirical Wealth Management
Washington
$9.08M -$1.01M -52,735 -9%
GI
34
Gradient Investments
Minnesota
$9.04M -$612K -31,899 -5%
JP Morgan Chase
35
JP Morgan Chase
New York
$8.55M +$5.07M +264,441 +103%
KCM
36
Karp Capital Management
California
$8.24M +$413K +21,547 +4%
First Trust Advisors
37
First Trust Advisors
Illinois
$8.08M -$368K -19,205 -4%
SWP
38
Summit Wealth Partners
Florida
$7.6M +$269K +13,998 +3%
Wells Fargo
39
Wells Fargo
California
$7.38M -$3.59M -186,904 -29%
SIA
40
Soltis Investment Advisors
Utah
$6.79M +$4.68M +243,973 +143%
IWP
41
Icon Wealth Partners
Texas
$6.59M +$63.6K +3,317 +0.8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$6.16M +$7.32M +381,404 New
AIM
43
Aspen Investment Management
Michigan
$5.92M +$2.45M +127,795 +55%
AIC
44
Archer Investment Corporation
Indiana
$5.83M +$563K +29,326 +9%
1IA
45
1834 Investment Advisors
Wisconsin
$5.53M +$398K +20,730 +7%
B
46
Barings
North Carolina
$5.35M +$6.25M +325,973 New
WFG
47
Wills Financial Group
Virginia
$5.33M +$37.8K +1,972 +0.6%
MWPCG
48
Measured Wealth Private Client Group
New Hampshire
$5.19M +$527K +27,456 +10%
SWP
49
Stratos Wealth Partners
Ohio
$4.92M +$1.88M +98,077 +49%
UB
50
UMB Bank
Missouri
$4.86M +$3.52M +183,499 +163%