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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
26
Summit Financial Wealth Advisors
Louisiana
$28.7M +$943K +46,287 +3%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$25.3M +$25.4M +1,244,911 New
TLP
28
Trinity Legacy Partners
Texas
$24.9M +$577K +28,291 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$24.5M +$2.62M +128,416 +12%
KAS
30
Kestra Advisory Services
Texas
$24.2M +$2.25M +110,458 +10%
ST
31
Spinnaker Trust
Maine
$21.9M +$982K +48,172 +5%
MFG
32
Magnus Financial Group
New York
$21.3M -$637K -31,243 -3%
TNBTD
33
Trustmark National Bank Trust Department
Mississippi
$21.1M -$404K -19,806 -2%
MAP
34
Milestone Advisory Partners
North Carolina
$19.7M +$19.8M +971,275 New
SFI
35
SPC Financial Inc
Maryland
$19.2M -$3.76M -184,491 -16%
AAP
36
Arax Advisory Partners
Colorado
$19.1M +$639K +31,368 +3%
Renaissance Technologies
37
Renaissance Technologies
New York
$18.8M +$8.42M +413,158 +81%
CAG
38
Csenge Advisory Group
Florida
$18.7M -$652K -31,972 -3%
SPIA
39
Steward Partners Investment Advisory
New York
$18.4M +$11.1M +542,922 +151%
1IA
40
1834 Investment Advisors
Wisconsin
$16.9M +$349K +17,104 +2%
HWA
41
HCR Wealth Advisors
California
$16.7M -$273K -13,406 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$16.1M +$3.87M +190,060 +32%
MML Investors Services
43
MML Investors Services
Massachusetts
$15.8M +$2.39M +117,159 +18%
EWM
44
Empirical Wealth Management
Washington
$15.3M +$1.49M +73,040 +11%
PAG
45
Private Advisor Group
New Jersey
$14.7M +$5.77M +283,054 +64%
Citigroup
46
Citigroup
New York
$14.4M +$4.58M +224,483 +46%
BFG
47
Berger Financial Group
Minnesota
$14.2M +$162K +7,949 +1%
AI
48
Atria Investments
North Carolina
$13.6M +$7.88M +386,863 +138%
FHC
49
First Heartland Consultants
Missouri
$12.4M +$1.01M +49,346 +9%
KCM
50
Karp Capital Management
California
$12.4M -$2.04M -99,875 -14%