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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Beacon Financial Group
Texas
$17.6M +$495K +27,394 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$16.1M -$233K -12,909 -1%
AAP
28
Arax Advisory Partners
Colorado
$15.7M +$282K +15,602 +2%
MFG
29
Magnus Financial Group
New York
$15.3M +$484K +26,839 +3%
MML Investors Services
30
MML Investors Services
Massachusetts
$15.2M -$3.15M -174,486 -17%
HWA
31
HCR Wealth Advisors
California
$12.7M -$233K -12,903 -2%
AAS
32
Avantax Advisory Services
Texas
$11.5M -$435K -24,120 -4%
SWP
33
Stratos Wealth Partners
Ohio
$10.6M +$5M +277,255 +92%
KCM
34
Karp Capital Management
California
$9.86M +$589K +32,616 +6%
LFAS
35
Level Four Advisory Services
Texas
$9.23M -$2.84M -157,258 -24%
First Trust Advisors
36
First Trust Advisors
Illinois
$9.21M +$136K +7,523 +2%
EWM
37
Empirical Wealth Management
Washington
$8.93M -$1.24M -68,847 -12%
JP Morgan Chase
38
JP Morgan Chase
New York
$8.38M -$1.21M -66,817 -13%
SWP
39
Summit Wealth Partners
Florida
$7.9M -$631K -34,979 -8%
SIA
40
Soltis Investment Advisors
Utah
$7.54M -$89.5K -4,956 -1%
UB
41
UMB Bank
Missouri
$7.32M +$1.83M +101,334 +34%
IWP
42
Icon Wealth Partners
Texas
$7.26M -$131K -7,254 -2%
Wells Fargo
43
Wells Fargo
California
$7.16M -$1.11M -61,455 -14%
1IA
44
1834 Investment Advisors
Wisconsin
$6.79M +$567K +31,393 +9%
CAG
45
Csenge Advisory Group
Florida
$6.57M +$2.16M +119,392 +50%
GIA
46
Gladstone Institutional Advisory
Florida
$6.49M +$5.48M +303,620 +623%
AIC
47
Archer Investment Corporation
Indiana
$6.42M -$127K -7,060 -2%
MWPCG
48
Measured Wealth Private Client Group
New Hampshire
$6.31M +$470K +26,012 +8%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$6.11M -$944K -52,294 -14%
TC
50
Trilogy Capital
California
$6.07M +$5.82M +322,583 New