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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
26
Country Trust Bank
Illinois
$24.8M +$406K +22,621 +2%
AWM
27
Affinity Wealth Management
Delaware
$24.3M +$838K +46,652 +4%
IWA
28
Integrity Wealth Advisors
California
$22.2M +$22.5M +1,253,288 New
JP Morgan Chase
29
JP Morgan Chase
New York
$20.7M +$3.24M +180,266 +18%
EWM
30
Empirical Wealth Management
Washington
$19.4M +$579K +32,231 +3%
FWP
31
Falcon Wealth Planning
California
$19.2M +$19.4M +1,082,971 New
Mariner
32
Mariner
Kansas
$17.4M +$8.52M +474,279 +93%
Truist Financial
33
Truist Financial
North Carolina
$17.3M +$692K +38,527 +4%
SPIA
34
Steward Partners Investment Advisory
New York
$16.5M +$38.4K +2,140 +0.2%
PAG
35
Private Advisor Group
New Jersey
$15.6M +$9.34M +520,161 +145%
HWA
36
HCR Wealth Advisors
California
$15.1M -$557K -31,022 -4%
IAA
37
Independent Advisor Alliance
North Carolina
$14.9M +$15.1M +842,311 New
TW
38
Transform Wealth
Colorado
$14.8M +$1.42M +78,828 +10%
MML Investors Services
39
MML Investors Services
Massachusetts
$13.9M +$1.3M +72,303 +10%
Citigroup
40
Citigroup
New York
$13.9M +$1.9M +105,881 +16%
KWA
41
Kingswood Wealth Advisors
California
$13M +$2.08M +116,000 +19%
NRI
42
NFP Retirement Inc
California
$12.9M +$918K +51,123 +8%
AWE
43
Avidian Wealth Enterprises
Texas
$12.2M +$137K +7,628 +1%
WA
44
Waverly Advisors
Alabama
$11.8M +$144K +7,994 +1%
AA
45
Advisory Alpha
Michigan
$11.6M +$11.8M +657,658 New
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$1.37M +76,485 +14%
B
47
Barings
North Carolina
$11.2M
KPWS
48
Kestra Private Wealth Services
Texas
$10.8M +$172K +9,555 +2%
CAG
49
Csenge Advisory Group
Florida
$10.4M +$665K +37,050 +7%
EIA
50
Eldridge Investment Advisors
New Hampshire
$10M -$35.5K -1,975 -0.3%