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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
$25.1M +$344K +18,801 +1%
FWP
27
Falcon Wealth Planning
California
$24.8M +$1.57M +85,805 +7%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$21.8M +$1.82M +99,273 +9%
EWM
29
Empirical Wealth Management
Washington
$21.6M +$1.22M +66,695 +6%
Truist Financial
30
Truist Financial
North Carolina
$21.4M +$2.22M +121,504 +12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$21.4M -$785K -42,903 -4%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$21.1M -$102K -5,595 -0.5%
KWA
33
Kingswood Wealth Advisors
California
$19M -$2.41M -131,508 -11%
Citigroup
34
Citigroup
New York
$18.7M +$798K +43,635 +4%
KC
35
Kinloch Capital
Virginia
$18.3M +$7.73M +422,573 +73%
HWA
36
HCR Wealth Advisors
California
$18.2M +$10K +547 +0.1%
SPIA
37
Steward Partners Investment Advisory
New York
$17.9M +$334K +18,275 +2%
JP Morgan Chase
38
JP Morgan Chase
New York
$15.7M +$791K +43,259 +5%
Mariner
39
Mariner
Kansas
$15.4M +$262K +14,325 +2%
WA
40
Waverly Advisors
Alabama
$14.2M +$976K +53,370 +7%
AWE
41
Avidian Wealth Enterprises
Texas
$13.8M +$379K +20,706 +3%
ATPW
42
Ashton Thomas Private Wealth
Arizona
$13.7M +$1.19M +64,968 +9%
P
43
&Partners
Tennessee
$12.2M +$2.73M +149,455 +29%
IWA
44
Integrity Wealth Advisors
California
$12.2M -$26.9M -1,467,864 -69%
AIP
45
Ameritas Investment Partners
Nebraska
$12.1M +$690K +37,721 +6%
CAG
46
Csenge Advisory Group
Florida
$12M -$456K -24,930 -4%
NRI
47
NFP Retirement Inc
California
$12M -$1.57M -85,834 -12%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$11.4M +$518K +28,307 +5%
KPWS
49
Kestra Private Wealth Services
Texas
$11.4M +$199K +10,893 +2%
SF
50
Summit Financial
New Jersey
$10.6M +$259K +14,174 +3%