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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
176
Brendel Financial Advisors
New Hampshire
$484K +$566K +29,483 New
MPCG
177
Matrix Private Capital Group
New York
$471K +$19.2K +1,000 +4%
BWA
178
Beam Wealth Advisors
Louisiana
$469K +$240K +12,527 +78%
SFP
179
Strategic Financial Partners
Oregon
$462K -$6.14K -320 -1%
BB
180
Busey Bank
Illinois
$460K +$9.59K +500 +2%
JA
181
JOYN Advisors
Georgia
$448K +$299K +15,596 +133%
M&T Bank
182
M&T Bank
New York
$446K -$86.4K -4,504 -14%
SMG
183
Spectrum Management Group
Indiana
$443K +$518K +26,996 New
Lido Advisors
184
Lido Advisors
California
$434K -$792K -41,310 -61%
SFG
185
Summit Financial Group
West Virginia
$427K
BAAM
186
Baker Avenue Asset Management
California
$420K +$95.9K +5,000 +24%
RFWA
187
RPg Family Wealth Advisory
Massachusetts
$419K +$15.6K +812 +3%
KWM
188
Kingsview Wealth Management
Oregon
$419K -$539K -28,091 -52%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$408K +$82.2K +4,286 +21%
IFG
190
Independent Financial Group
California
$407K +$477K +24,843 New
EWM
191
EPG Wealth Management
Georgia
$401K +$469K +24,454 New
OMC
192
Old Mission Capital
Illinois
$399K +$466K +24,301 New
VCP
193
Verus Capital Partners
Arizona
$398K +$405K +21,124 +676%
Ameriprise
194
Ameriprise
Minnesota
$392K +$203K +10,562 +79%
1W
195
1776 Wealth
Georgia
$386K -$3.01K -157 -0.7%
LWPC
196
Legacy Wealth Partners (California)
California
$377K +$30.9K +1,611 +8%
CWA
197
Clarus Wealth Advisors
Arizona
$375K +$199K +10,357 +81%
GLA
198
Good Life Advisors
Pennsylvania
$368K -$61.8K -3,222 -12%
MRCM
199
M&R Capital Management
New Jersey
$365K +$288K +15,018 +206%
PWP
200
Principle Wealth Partners
Connecticut
$354K +$414K +21,574 New