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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
101
Summit Financial
New Jersey
$3.64M +$290K +16,424 +8%
APA
102
American Portfolios Advisors
New York
$3.59M +$324K +18,394 +9%
MWPCG
103
Measured Wealth Private Client Group
New Hampshire
$3.49M -$1.85M -104,923 -33%
DADC
104
D.A. Davidson & Co
Montana
$3.47M +$441K +24,988 +14%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$3.46M +$91.6K +5,193 +3%
VA
106
Valmark Advisers
Ohio
$3.45M +$88.9K +5,041 +3%
APWM
107
Atlas Private Wealth Management
New York
$3.43M +$79.9K +4,530 +2%
IAS
108
IMA Advisory Services
Colorado
$3.31M +$9.77K +554 +0.3%
BFS
109
Bard Financial Services
Connecticut
$3.3M – – –
AAS
110
Ameritas Advisory Services
Nebraska
$3.11M -$190K -10,770 -5%
AWM
111
Atticus Wealth Management
Florida
$3.04M – – –
CHC
112
City Holding Co
West Virginia
$3.03M +$2.24K +127 +0.1%
TPWM
113
Twelve Points Wealth Management
Massachusetts
$3.03M +$294K +16,665 +10%
SWM
114
Stockman Wealth Management
Montana
$3.02M -$599K -33,937 -16%
CPIG
115
Chicago Partners Investment Group
Illinois
$2.98M +$590K +33,473 +23%
AFM
116
Andesa Financial Management
Pennsylvania
$2.88M +$3.04M +172,370 New
IWM
117
IHT Wealth Management
Illinois
$2.87M +$70.1K +3,977 +2%
KC
118
Kinloch Capital
Virginia
$2.79M +$213K +12,101 +8%
KWM
119
Kingsview Wealth Management
Oregon
$2.79M +$626K +35,502 +27%
FCA
120
FinTrust Capital Advisors
South Carolina
$2.78M +$563K +31,948 +23%
BFO
121
Biltmore Family Office
North Carolina
$2.78M +$1.22M +69,403 +72%
TFA
122
Toth Financial Advisory
Virginia
$2.75M -$101K -5,745 -3%
OIA
123
OneDigital Investment Advisors
Kansas
$2.71M -$118K -6,705 -4%
PAS
124
Park Avenue Securities
New York
$2.69M -$408K -23,147 -13%
OMC
125
Old Mission Capital
Illinois
$2.64M +$2.79M +158,308 New
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