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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$24.8M -$2.4M -132,967 -9%
FWP
27
Falcon Wealth Planning
California
$23.3M +$1.39M +77,011 +6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$22.2M +$708K +39,233 +3%
KWA
29
Kingswood Wealth Advisors
California
$21.4M +$6.48M +358,876 +44%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$21.2M -$1.61M -89,202 -7%
EWM
31
Empirical Wealth Management
Washington
$20.5M +$64.5K +3,574 +0.3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$20M +$8.34M +461,947 +73%
Truist Financial
33
Truist Financial
North Carolina
$19.2M +$431K +23,896 +2%
HWA
34
HCR Wealth Advisors
California
$18.3M +$810K +44,869 +5%
Citigroup
35
Citigroup
New York
$18M +$2.61M +144,720 +17%
SPIA
36
Steward Partners Investment Advisory
New York
$17.6M +$689K +38,158 +4%
Renaissance Technologies
37
Renaissance Technologies
New York
$16.4M +$3.5M +193,885 +28%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$16M +$736K +40,770 +5%
Mariner
39
Mariner
Kansas
$15.2M +$918K +50,864 +7%
JP Morgan Chase
40
JP Morgan Chase
New York
$14.9M -$514K -28,475 -3%
NRI
41
NFP Retirement Inc
California
$13.5M -$797K -44,149 -6%
AWE
42
Avidian Wealth Enterprises
Texas
$13.4M +$252K +13,973 +2%
WA
43
Waverly Advisors
Alabama
$13.2M +$697K +38,590 +6%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$12.5M +$1.65M +91,258 +15%
CAG
45
Csenge Advisory Group
Florida
$12.5M +$273K +15,125 +2%
AIP
46
Ameritas Investment Partners
Nebraska
$11.5M +$796K +44,103 +8%
KPWS
47
Kestra Private Wealth Services
Texas
$11.2M +$208K +11,499 +2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$10.9M +$342K +18,966 +3%
KC
49
Kinloch Capital
Virginia
$10.6M +$197K +10,926 +2%
TLP
50
Trinity Legacy Partners
Texas
$10.5M +$270K +14,931 +3%