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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
76
Dunhill Financial
United Kingdom
$4.67M +$4.65M +292,543 New
FZCM
77
Flynn Zito Capital Management
New York
$4.54M +$230K +14,438 +5%
CWA
78
Choice Wealth Advisors
Maine
$4.46M +$325K +20,415 +8%
DADC
79
D.A. Davidson & Co
Montana
$4.41M +$1.16M +72,975 +36%
WWM
80
Western Wealth Management
Colorado
$4.33M +$108K +6,766 +3%
SPIA
81
Steward Partners Investment Advisory
New York
$4.32M -$46.5K -2,923 -1%
SPC
82
Sigma Planning Corp
Michigan
$4.28M +$808K +50,801 +23%
RA
83
RFG Advisory
Alabama
$4.27M -$1.72M -107,954 -29%
GMA
84
Glassy Mountain Advisors
Maryland
$4.16M +$4.14M +260,570 New
KWM
85
Kingsview Wealth Management
Oregon
$4.14M +$954K +59,990 +30%
B
86
Barings
North Carolina
$4.04M -$2.43M -152,782 -38%
GCP
87
Gill Capital Partners
Colorado
$4.02M -$401K -25,241 -9%
APWM
88
Atlas Private Wealth Management
New York
$4.02M +$689K +43,333 +21%
KPWS
89
Kestra Private Wealth Services
Texas
$3.96M -$375K -23,605 -9%
SA
90
Stonebridge Advisors
Connecticut
$3.91M -$6.33M -398,152 -62%
FHC
91
First Heartland Consultants
Missouri
$3.88M -$143K -9,002 -4%
TPWM
92
Twelve Points Wealth Management
Massachusetts
$3.68M +$709K +44,593 +24%
AA
93
Advisory Alpha
Michigan
$3.67M +$3.15M +198,452 +632%
SIS
94
Sound Income Strategies
Florida
$3.65M +$370K +23,298 +11%
BFO
95
Biltmore Family Office
North Carolina
$3.62M -$1.44M -90,877 -29%
PCM
96
Price Capital Management
Louisiana
$3.61M +$3.58M +225,000 New
1IA
97
1834 Investment Advisors
Wisconsin
$3.6M -$512K -32,222 -13%
AIM
98
Aspen Investment Management
Michigan
$3.51M -$32.9K -2,069 -0.9%
MHB
99
Midwest Heritage Bank
Iowa
$3.5M +$264K +16,601 +8%
VA
100
Valmark Advisers
Ohio
$3.4M +$99.3K +6,249 +3%
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4
5 6