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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$1.09M +$41.7K +2,128 +4%
PPA
127
Parametric Portfolio Associates
Washington
$1.05M -$91.1K -4,646 -8%
SB
128
Strategic Blueprint
Georgia
$1.03M +$256K +13,055 +33%
JWBC
129
J.W. Burns & Co
New York
$1.01M +$2.94K +150 +0.3%
AAS
130
Avantax Advisory Services
Texas
$1.01M +$510K +25,992 +102%
NWM
131
Northwest Wealth Management
Iowa
$1M +$274K +13,973 +38%
AWM
132
Altium Wealth Management
New York
$973K +$509K +25,950 +111%
LI
133
LVZ Inc
Michigan
$957K +$48.2K +2,457 +5%
Creative Planning
134
Creative Planning
Kansas
$927K +$53.8K +2,745 +6%
WCM
135
WealthBridge Capital Management
Ohio
$927K +$921K +46,967 New
LWAC
136
Laurel Wealth Advisors (California)
California
$914K +$523K +26,649 +135%
CRWM
137
Castle Rock Wealth Management
California
$892K -$56.9K -2,903 -6%
DC
138
Davenport & Co
Virginia
$845K
MIAN
139
Mariner Independent Advisor Network
Kansas
$834K +$324K +16,507 +64%
AIP
140
Almanack Investment Partners
Pennsylvania
$821K -$130K -6,646 -14%
AIC
141
Ameritas Investment Company
Nebraska
$804K +$432K +22,021 +118%
TC
142
Telemus Capital
Michigan
$799K
CS
143
Comerica Securities
Michigan
$797K -$260K -13,274 -25%
NFG
144
Noven Financial Group
Colorado
$776K
SWM
145
SeaCrest Wealth Management
New York
$752K +$380K +19,392 +104%
FHA
146
Flagship Harbor Advisors
Massachusetts
$745K +$667K +34,002 +903%
CCG
147
Cypress Capital Group
Florida
$738K +$212K +10,825 +41%
BRWA
148
B. Riley Wealth Advisors
Florida
$731K +$155K +7,921 +27%
TFS
149
TrustCore Financial Services
Tennessee
$728K -$996K -50,760 -58%
WEC
150
Winslow Evans & Crocker
Massachusetts
$712K +$9.34K +476 +1%