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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
76
Twelve Points Wealth Management
Massachusetts
$5.06M +$5M +292,151 New
CWA
77
Choice Wealth Advisors
Maine
$5M -$10.7K -628 -0.2%
TPWA
78
Twin Peaks Wealth Advisors
California
$4.98M +$105K +6,152 +2%
SPC
79
Sigma Planning Corp
Michigan
$4.96M +$2.78M +162,428 +131%
MWM
80
Marion Wealth Management
Pennsylvania
$4.96M +$121K +7,059 +3%
FLI
81
Family Legacy Inc
South Carolina
$4.85M -$17K -995 -0.4%
WWM
82
Western Wealth Management
Colorado
$4.83M +$36.6K +2,139 +0.8%
SIS
83
Sound Income Strategies
Florida
$4.69M +$440K +25,710 +10%
FHC
84
First Heartland Consultants
Missouri
$4.67M +$787K +46,043 +21%
VA
85
Valmark Advisers
Ohio
$4.54M +$432K +25,289 +11%
CIA
86
Concurrent Investment Advisors
Florida
$4.54M +$1.27M +74,009 +39%
MAWAG
87
Mid-American Wealth Advisory Group
Missouri
$4.53M +$297K +17,382 +7%
MHB
88
Midwest Heritage Bank
Iowa
$4.44M +$662K +38,690 +18%
APWM
89
Atlas Private Wealth Management
New York
$4.42M +$52.7K +3,083 +1%
TFP
90
Traction Financial Partners
Wyoming
$4.36M +$282K +16,496 +7%
Verition Fund Management
91
Verition Fund Management
Connecticut
$4.33M +$3.76M +220,000 +733%
HFS
92
Howard Financial Services
Texas
$4.29M +$874K +51,091 +26%
ACP
93
Aveo Capital Partners
Colorado
$3.96M +$3.92M +229,423 New
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$3.86M -$1.49M -86,994 -28%
DADC
95
D.A. Davidson & Co
Montana
$3.83M +$357K +20,867 +10%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$3.82M -$13.3M -780,298 -78%
AA
97
Advisory Alpha
Michigan
$3.82M -$87.8K -5,136 -2%
TNBTD
98
Trustmark National Bank Trust Department
Mississippi
$3.75M -$775K -45,324 -17%
AIM
99
Aspen Investment Management
Michigan
$3.72M +$22.6K +1,319 +0.6%
IAS
100
IMA Advisory Services
Colorado
$3.51M -$89.2K -5,218 -3%