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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
126
Lake Street Private Wealth
Illinois
$2.3M -$4.81K -266 -0.2%
KWM
127
Kingsview Wealth Management
Oregon
$2.26M +$159K +8,806 +7%
AP
128
Agilis Partners
Massachusetts
$2.26M
AIFAIM
129
American Institute for Advanced Investment Management
Arizona
$2.23M -$1.21M -67,170 -34%
SG
130
StoneX Group
New York
$2.2M +$14.2K +786 +0.6%
AAM
131
Autus Asset Management
Arizona
$2.17M +$377K +20,885 +20%
BFA
132
Brendel Financial Advisors
New Hampshire
$2.11M -$2.63M -145,719 -54%
SFI
133
SPC Financial Inc
Maryland
$2.1M -$20.9M -1,156,348 -90%
KFP
134
KMG Fiduciary Partners
Ohio
$2.04M -$418K -23,106 -16%
ACI
135
Alpha Cubed Investments
California
$2.02M -$2.89K -160 -0.1%
SPI
136
Sutton Place Investors
New York
$2M -$3.61K -200 -0.2%
SIA
137
Soltis Investment Advisors
Utah
$2M -$68.9K -3,812 -3%
MIAN
138
Mariner Independent Advisor Network
Kansas
$1.96M +$429K +23,755 +26%
IWP
139
Icon Wealth Partners
Texas
$1.96M -$4.23M -234,189 -67%
AP
140
Americana Partners
Texas
$1.95M -$1.32M -73,274 -39%
SWP
141
ShoreHaven Wealth Partners
New Jersey
$1.95M -$5.85M -323,497 -74%
US Bancorp
142
US Bancorp
Minnesota
$1.95M -$913K -50,502 -31%
SAM
143
Stringer Asset Management
Tennessee
$1.94M +$2.03M +112,571 New
RIA
144
Regal Investment Advisors
Michigan
$1.92M -$30.4K -1,684 -1%
CAMG
145
CWA Asset Management Group
Florida
$1.9M -$315K -17,416 -14%
KPWS
146
Kestra Private Wealth Services
Texas
$1.9M -$496K -27,447 -20%
FWM
147
Frontier Wealth Management
Missouri
$1.89M +$3.89K +215 +0.2%
CWM
148
Concentrum Wealth Management
California
$1.86M -$109K -6,050 -5%
JIP
149
Jaffetilchin Investment Partners
Florida
$1.82M -$1.33M -73,819 -41%
BAM
150
Belpointe Asset Management
Nevada
$1.81M -$52.2K -2,888 -3%