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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWG
151
Altus Wealth Group
Colorado
$2.42M +$129K +6,621 +6%
SG
152
StoneX Group
New York
$2.41M -$302K -15,484 -11%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$2.41M +$111K +5,675 +5%
CA
154
Claro Advisors
Massachusetts
$2.39M
SWM
155
Spire Wealth Management
Virginia
$2.39M -$470K -24,122 -16%
Citadel Advisors
156
Citadel Advisors
Florida
$2.37M +$304K +15,593 +14%
TPWM
157
Twelve Points Wealth Management
Massachusetts
$2.36M +$1.32M +67,587 +119%
WF
158
Wayfinding Financial
Washington
$2.34M -$975K -50,058 -28%
KWM
159
Kingsview Wealth Management
Oregon
$2.33M +$394K +20,243 +20%
QPW
160
Quantum Private Wealth
Florida
$2.28M -$17.6K -901 -0.7%
SIA
161
Soltis Investment Advisors
Utah
$2.27M -$692K -35,501 -23%
ACI
162
Alpha Cubed Investments
California
$2.23M +$52.9K +2,717 +2%
CWM
163
Concentrum Wealth Management
California
$2.17M +$2.65K +136 +0.1%
RIA
164
Regal Investment Advisors
Michigan
$2.15M +$118K +6,051 +6%
SPI
165
Sutton Place Investors
New York
$2.15M +$1.03M +52,870 +83%
SFPG
166
Stonebridge Financial Planning Group
Florida
$2.07M -$21.8K -1,117 -1%
FWM
167
Frontier Wealth Management
Missouri
$2.05M +$29.8K +1,529 +1%
BAM
168
Belpointe Asset Management
Nevada
$2.05M +$401K +20,589 +24%
GVAG
169
Great Valley Advisor Group
Delaware
$2M +$417K +21,384 +28%
AAM
170
Autus Asset Management
Arizona
$1.99M -$494K -25,342 -19%
FPGK
171
Financial Partners Group (Kansas)
Kansas
$1.95M -$385K -19,789 -16%
IWC
172
Integrated Wealth Concepts
Massachusetts
$1.93M +$402K +20,615 +25%
BFO
173
Biltmore Family Office
North Carolina
$1.9M +$219K +11,220 +13%
PWA
174
Providence Wealth Advisors
Illinois
$1.84M -$807K -41,414 -30%
QWM
175
QP Wealth Management
New Jersey
$1.83M -$13.6K -700 -0.7%