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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$217K +$218K +11,366 New
GLA
152
Good Life Advisors
Pennsylvania
$212K -$107K -5,596 -34%
ASN
153
Advisory Services Network
Georgia
$209K +$37.9K +1,977 +22%
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$202K +$4.3K +224 +2%
CCB
155
Cutter & Co Brokerage
Missouri
$201K
MCM
156
Mengis Capital Management
Oregon
$192K +$193K +10,080 New
MRCM
157
M&R Capital Management
New Jersey
$191K +$192K +10,000 New
GSC
158
G&S Capital
Colorado
$189K
WWMSC
159
Wagner Wealth Management (South Carolina)
South Carolina
$154K +$29.8K +1,555 +24%
SWM
160
SeaCrest Wealth Management
New York
$141K -$2.63K -137 -2%
FGAM
161
Financial Gravity Asset Management
Texas
$135K +$12.1K +629 +10%
WEC
162
Winslow Evans & Crocker
Massachusetts
$100K -$37.6K -1,960 -28%
WC
163
Whitney & Co
New York
$98K +$99.8K +5,200 New
GEA
164
Glen Eagle Advisors
New Jersey
$97K
CFGS
165
Concourse Financial Group Securities
Alabama
$96K +$96.7K +5,040 New
WT
166
Whittier Trust
California
$95K
PMFA
167
Plante Moran Financial Advisors
Michigan
$86K +$19 +1 +0%
WP
168
WealthShield Partners
North Carolina
$80K +$23.1K +1,205 +41%
CFA
169
Carroll Financial Associates
North Carolina
$79K -$210K -10,920 -72%
CWA
170
Clarus Wealth Advisors
Arizona
$79K -$24K -1,250 -23%
APP
171
Avantax Planning Partners
Iowa
$69K +$69.3K +3,612 New
CHC
172
City Holding Co
West Virginia
$63K
MIFH
173
Migdal Insurance & Financial Holdings
Israel
$60K -$4M -208,457 -99%
WC
174
Whitnell & Co
Illinois
$57K +$48K +2,500 +525%
FHA
175
Flagship Harbor Advisors
Massachusetts
$53K +$51.6K +2,690 +2,690%