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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$216K
SM
102
Sciencast Management
New Jersey
$215K +$213K +10,760 New
MSAM
103
Moloney Securities Asset Management
Missouri
$212K +$210K +10,582 New
UR
104
USCA RIA
Texas
$211K
SPIA
105
Steward Partners Investment Advisory
New York
$188K +$15.8K +800 +9%
ASN
106
Advisory Services Network
Georgia
$177K -$27.4K -1,381 -13%
CPIG
107
Chicago Partners Investment Group
Illinois
$102K +$43.7K +2,206 +76%
RWM
108
Raffa Wealth Management
District of Columbia
$102K +$101K +5,095 New
CFA
109
Carroll Financial Associates
North Carolina
$101K +$1.98K +100 +2%
WT
110
Whittier Trust
California
$100K
PMFA
111
Plante Moran Financial Advisors
Michigan
$88K
DADC
112
D.A. Davidson & Co
Montana
$83K +$76.8K +3,875 +1,384%
WEC
113
Winslow Evans & Crocker
Massachusetts
$60.5K -$20 -1 -0%
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$50K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$46K +$35.2K +1,775 +353%
WIM
116
Westside Investment Management
California
$38.1K +$37.6K +1,900 New
Citigroup
117
Citigroup
New York
$33K +$436 +22 +1%
BTIS
118
BB&T Investment Services
North Carolina
$26K +$25.6K +1,292 New
SEI Investments
119
SEI Investments
Pennsylvania
$23K +$22.3K +1,126 New
BRC
120
Bell Rock Capital
Delaware
$20K
IP
121
Intellectus Partners
California
$19K
SSB
122
Sandy Spring Bank
Maryland
$19K +$18.8K +951 New
UBS AM
123
UBS AM
Illinois
$12.9K +$12.8K +645 New
Creative Planning
124
Creative Planning
Kansas
$11K +$495 +25 +5%
NA
125
NewEdge Advisors
Louisiana
$10K +$9.9K +500 New