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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
126
Global Retirement Partners
California
$2.8M +$2.75M +157,530 New
AWS
127
Atria Wealth Solutions
New York
$2.8M -$1.22M -69,997 -31%
IWA
128
Icon Wealth Advisors
Texas
$2.79M -$86.7K -4,965 -3%
IAIM
129
International Assets Investment Management
Florida
$2.79M +$317K +18,158 +13%
MPIA
130
Milestones Private Investment Advisors
New York
$2.76M +$2.71M +155,324 New
BCP
131
Blackhawk Capital Partners
Wisconsin
$2.74M +$2.69M +153,895 New
FLPIM
132
F.L. Putnam Investment Management
Massachusetts
$2.74M +$2.68M +153,666 New
DWG
133
Darden Wealth Group
Michigan
$2.67M +$106K +6,063 +4%
CHC
134
City Holding Co
West Virginia
$2.63M -$19.5K -1,115 -0.7%
BEI
135
Benjamin Edwards Inc
Missouri
$2.61M +$75.5K +4,323 +3%
HAM
136
Hickory Asset Management
Ohio
$2.56M +$1.73K +99 +0.1%
GCM
137
Gallacher Capital Management
Colorado
$2.52M +$735K +42,124 +42%
LSPW
138
Lake Street Private Wealth
Illinois
$2.47M -$722K -41,377 -23%
RSWM
139
Robertson Stephens Wealth Management
California
$2.45M -$1.91M -109,418 -44%
EWA
140
Etesian Wealth Advisors
Oregon
$2.37M -$104K -5,943 -4%
GCP
141
Gill Capital Partners
Colorado
$2.32M +$4K +229 +0.2%
CIAS
142
Capital Investment Advisory Services
North Carolina
$2.3M -$79.9K -4,579 -3%
WAM
143
Walker Asset Management
Missouri
$2.28M -$17.5K -1,000 -0.8%
HFS
144
Horizon Financial Services
North Carolina
$2.27M -$30K -1,721 -1%
MFG
145
Mainsail Financial Group
Washington
$2.24M +$70.5K +4,039 +3%
GSWM
146
Golden State Wealth Management
California
$2.2M +$16.8K +961 +0.8%
CWM
147
Connecticut Wealth Management
Connecticut
$2.16M -$48K -2,750 -10%
OIA
148
OneDigital Investment Advisors
Kansas
$2.13M -$49.9K -2,859 -2%
SCA
149
Snowden Capital Advisors
New York
$2.1M -$115K -6,602 -5%
PS
150
Principal Securities
Iowa
$2.1M +$126K +7,226 +7%
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