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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
51
First Heartland Consultants
Missouri
$10M +$1.68M +82,088 +20%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$9.99M +$2.74M +134,044 +38%
UB
53
UMB Bank
Missouri
$9.98M -$539K -26,423 -5%
First Trust Advisors
54
First Trust Advisors
Illinois
$9.72M +$97.5K +4,776 +1%
MWM
55
Mattern Wealth Management
Kansas
$9.41M +$9.29M +455,391 New
AIC
56
Archer Investment Corporation
Indiana
$9.25M +$877K +42,967 +11%
SAM
57
Synergy Asset Management
Washington
$9.17M +$9.08M +445,011 New
SWP
58
Summit Wealth Partners
Florida
$9.11M +$498K +24,419 +6%
ECA
59
Elevation Capital Advisory
Oregon
$8.91M +$8.83M +432,497 New
AWE
60
Avidian Wealth Enterprises
Texas
$8.89M +$8.8M +431,426 New
Comerica Bank
61
Comerica Bank
Texas
$8.77M +$847K +41,524 +11%
IWP
62
Icon Wealth Partners
Texas
$8.73M +$199K +9,752 +2%
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$8.42M +$255K +12,486 +3%
SWP
64
Stratos Wealth Partners
Ohio
$8.16M +$225K +11,048 +3%
PFA
65
Peak Financial Advisors
Colorado
$8.13M +$18.4K +901 +0.2%
AO
66
Advisor OS
Illinois
$7.56M -$822K -40,293 -10%
GIA
67
Gladstone Institutional Advisory
Florida
$7.52M +$394K +19,306 +6%
SIM
68
SSI Investment Management
California
$7.51M +$1.41M +68,982 +23%
KWM
69
Keebeck Wealth Management
Illinois
$7.05M +$6.98M +342,200 New
SFG
70
StrategIQ Financial Group
Indiana
$6.92M +$729K +35,742 +12%
QCIG
71
Quad-Cities Investment Group
Iowa
$6.81M +$476K +23,338 +8%
WFG
72
Wills Financial Group
Virginia
$6.72M +$203K +9,955 +3%
SPC
73
Sigma Planning Corp
Michigan
$6.56M -$202K -9,875 -3%
BRWM
74
B. Riley Wealth Management
Tennessee
$6.56M +$866K +42,453 +15%
PAG
75
Private Advisor Group
New Jersey
$6.43M +$273K +13,381 +4%