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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
PCG Wealth Advisors
Kansas
$1.16M +$755K +42,063 +180%
LSA
177
Lion Street Advisors
Texas
$1.15M +$126K +7,007 +12%
EL
178
Essex LLC
Illinois
$1.14M -$1.53K -85 -0.1%
AWS
179
Aspen Wealth Strategies
Colorado
$1.14M +$240K +13,353 +26%
IAN
180
Integrated Advisors Network
Texas
$1.14M +$8.6K +479 +0.8%
AO
181
Advisor OS
Illinois
$1.12M -$7.9M -439,880 -87%
BCP
182
Blackhawk Capital Partners
Wisconsin
$1.12M -$1.47M -82,017 -57%
PFGIA
183
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M -$24K -1,334 -2%
SWP
184
Summit Wealth Partners
Florida
$1.08M -$172K -9,561 -14%
PWM
185
Puff Wealth Management
New Jersey
$1.08M +$1.09M +60,848 New
JWCA
186
J.W. Cole Advisors
Florida
$1.07M -$124K -6,928 -10%
SW
187
SteelPeak Wealth
California
$1.07M -$8.64K -481 -0.8%
AAS
188
Ameritas Advisory Services
Nebraska
$1.04M -$218K -12,168 -17%
RFA
189
ROI Financial Advisors
Oregon
$1.03M +$7.04K +392 +0.7%
DC
190
Davenport & Co
Virginia
$1M +$15.9K +883 +2%
Brown Advisory
191
Brown Advisory
Maryland
$1M -$44.3K -2,467 -4%
BSB
192
Bangor Savings Bank
Maine
$991K -$50.3K -2,799 -5%
FPAS
193
Focus Partners Advisor Solutions
Missouri
$951K +$63.8K +3,551 +7%
AWM
194
Accel Wealth Management
Iowa
$936K -$49.7K -2,766 -5%
SFI
195
SPC Financial Inc
Maryland
$923K -$135K -7,495 -13%
NPT
196
National Philanthropic Trust
Pennsylvania
$921K
RA
197
RiverTree Advisors
Florida
$916K +$929K +51,738 New
MMA
198
Miracle Mile Advisors
California
$914K -$121K -6,728 -12%
NWM
199
Northwest Wealth Management
Iowa
$903K +$99.6K +5,545 +12%
TA
200
TrueWealth Advisors
Alabama
$898K +$36.8K +2,050 +4%