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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTIS
126
BB&T Investment Services
North Carolina
$337K +$228K +11,333 +203%
LWAC
127
Laurel Wealth Advisors (California)
California
$333K +$3.01K +150 +0.9%
JCM
128
Jacobi Capital Management
Pennsylvania
$282K +$3.78K +188 +1%
CFA
129
Carroll Financial Associates
North Carolina
$282K +$50.2K +2,500 +22%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$279K +$5.54K +276 +2%
BCM
131
Breiter Capital Management
Florida
$272K +$273K +13,599 New
ATC
132
Argent Trust Co
Tennessee
$236K
SWM
133
Sequoia Wealth Management
Illinois
$234K +$234K +11,651 New
APA
134
American Portfolios Advisors
New York
$222K +$222K +11,070 New
FA
135
FDx Advisors
Illinois
$220K -$225K -11,221 -51%
NWS
136
Newport Wealth Strategies
California
$220K +$223K +11,104 New
MCM
137
Mengis Capital Management
Oregon
$216K -$10.4K -520 -5%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$215K +$216K +10,764 New
CCB
139
Cutter & Co Brokerage
Missouri
$214K +$4.02K +200 +2%
SEI Investments
140
SEI Investments
Pennsylvania
$214K +$156K +7,778 +266%
CWM
141
Cornerstone Wealth Management
Missouri
$212K -$9.04K -450 -4%
UR
142
USCA RIA
Texas
$211K
ASN
143
Advisory Services Network
Georgia
$203K +$20.9K +1,040 +11%
SPC
144
Sigma Planning Corp
Michigan
$203K +$204K +10,153 New
KA
145
Kovack Advisors
Florida
$202K +$203K +10,099 New
SWM
146
SeaCrest Wealth Management
New York
$150K +$151K +7,506 New
MOS
147
MGO One Seven
Ohio
$140K +$141K +6,996 New
WEC
148
Winslow Evans & Crocker
Massachusetts
$115K +$39.7K +1,976 +53%
WT
149
Whittier Trust
California
$100K
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$98K +$98.6K +4,910 New