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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Flaharty Asset Management
Florida
$24.9M +$1.03M +50,914 +4%
TNBTD
27
Trustmark National Bank Trust Department
Mississippi
$23.9M -$15.8M -780,639 -40%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$22.7M
KAS
29
Kestra Advisory Services
Texas
$20M -$1.07M -52,835 -5%
MFG
30
Magnus Financial Group
New York
$19.5M +$584K +28,935 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$18.7M -$4.93M -244,233 -21%
CAG
32
Csenge Advisory Group
Florida
$18.2M +$3.84M +190,013 +27%
ST
33
Spinnaker Trust
Maine
$16.6M +$2M +99,159 +14%
MAP
34
Milestone Advisory Partners
North Carolina
$16.1M +$29.5K +1,462 +0.2%
HWA
35
HCR Wealth Advisors
California
$16M -$1.11M -54,787 -6%
BFG
36
Berger Financial Group
Minnesota
$13.3M +$527K +26,108 +4%
KCM
37
Karp Capital Management
California
$13.1M +$1.54M +76,217 +13%
1IA
38
1834 Investment Advisors
Wisconsin
$13.1M +$3.22M +159,353 +33%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$11.7M +$298K +14,767 +3%
LFAS
40
Level Four Advisory Services
Texas
$11.6M +$543K +26,874 +5%
MML Investors Services
41
MML Investors Services
Massachusetts
$11.6M +$2.24M +110,740 +24%
HI
42
Harbour Investments
Wisconsin
$10.5M +$10.5M +521,126 New
UB
43
UMB Bank
Missouri
$10.3M +$396K +19,601 +4%
CWM
44
Comprehensive Wealth Management
Washington
$10.3M +$10.3M +510,694 New
First Trust Advisors
45
First Trust Advisors
Illinois
$9.9M +$1.19M +58,745 +14%
EWM
46
Empirical Wealth Management
Washington
$9.52M -$593K -29,396 -6%
Wells Fargo
47
Wells Fargo
California
$9.43M +$398K +19,728 +4%
JP Morgan Chase
48
JP Morgan Chase
New York
$8.7M -$664K -32,872 -7%
SWP
49
Summit Wealth Partners
Florida
$8.42M +$474K +23,464 +6%
SWP
50
ShoreHaven Wealth Partners
New Jersey
$8.41M -$251K -12,413 -3%