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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$1.79M +$1.88M +104,085 New
TA
152
TrueWealth Advisors
Alabama
$1.78M -$3.92M -216,766 -68%
NPP
153
New Potomac Partners
Maryland
$1.74M +$1.83M +101,100 New
UB
154
UMB Bank
Missouri
$1.73M -$526K -29,123 -23%
IGWM
155
ICA Group Wealth Management
Colorado
$1.69M +$30.9K +1,709 +2%
QPW
156
Quantum Private Wealth
Florida
$1.68M -$411K -22,768 -19%
BFO
157
Biltmore Family Office
North Carolina
$1.67M -$48.5K -2,684 -3%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$1.65M +$1.73M +95,460 New
SB
159
Strategic Blueprint
Georgia
$1.6M +$288K +15,915 +21%
IWC
160
Integrated Wealth Concepts
Massachusetts
$1.57M -$192K -10,646 -10%
PA
161
PSI Advisors
Florida
$1.56M -$1.06M -58,435 -39%
QWM
162
QP Wealth Management
New Jersey
$1.55M -$113K -6,275 -7%
RG
163
Retirement Group
California
$1.52M -$710K -39,266 -31%
IAN
164
Integrated Advisors Network
Texas
$1.52M -$964K -53,316 -38%
MWA
165
Moser Wealth Advisors
Washington
$1.51M -$98.4K -5,443 -6%
BEI
166
Benjamin Edwards Inc
Missouri
$1.5M -$15.5K -856 -1%
ASN
167
Advisory Services Network
Georgia
$1.49M +$115K +6,362 +8%
CPIA
168
Cornell Pochily Investment Advisors
New York
$1.48M -$8.4K -465 -0.5%
SFPG
169
Stonebridge Financial Planning Group
Florida
$1.43M -$461K -25,484 -23%
IWN
170
Independent Wealth Network
Iowa
$1.42M +$91K +5,033 +6%
AWA
171
Arkadios Wealth Advisors
Georgia
$1.42M +$1.49M +82,240 New
LI
172
LVZ Inc
Michigan
$1.39M +$29K +1,607 +2%
Citadel Advisors
173
Citadel Advisors
Florida
$1.37M -$821K -45,413 -36%
MC
174
Moors & Cabot
Massachusetts
$1.34M +$86.3K +4,776 +7%
MA
175
Mutual Advisors
Nebraska
$1.34M -$1.2M -66,212 -46%