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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
176
Steinberganna Wealth Management
New York
$1.28M +$1.27M +70,133 New
ACP
177
Argyle Capital Partners
California
$1.28M -$179K -9,933 -12%
PVI
178
Pine Valley Investments
New Jersey
$1.2M -$16.5K -913 -1%
RSWM
179
Robertson Stephens Wealth Management
California
$1.19M -$1.31M -72,504 -53%
JIP
180
Jaffetilchin Investment Partners
Florida
$1.15M +$11.5K +639 +1%
LSA
181
Lion Street Advisors
Texas
$1.11M -$66.4K -3,678 -6%
NS
182
NBC Securities
Alabama
$1.08M -$849K -47,039 -44%
TA
183
TrueWealth Advisors
Alabama
$1.07M -$18.4K -1,018 -2%
PWM
184
Puff Wealth Management
New Jersey
$1.06M -$81.7K -4,522 -7%
BPA
185
Beacon Pointe Advisors
California
$1.06M -$428K -23,684 -29%
Brown Advisory
186
Brown Advisory
Maryland
$1.04M
GWM
187
Geneos Wealth Management
Colorado
$1.03M +$61.5K +3,406 +6%
EL
188
Essex LLC
Illinois
$1.02M -$98.6K -5,462 -9%
GFA
189
Gallagher Fiduciary Advisors
Illinois
$1.02M -$65.4M -3,619,229 -98%
BSB
190
Bangor Savings Bank
Maine
$1.02M
AO
191
Advisor OS
Illinois
$1.02M -$7.04K -390 -0.7%
MA
192
MJP Associates
Connecticut
$999K -$39.8K -2,206 -4%
BFWM
193
Bright Futures Wealth Management
New York
$991K +$981K +54,305 New
FMTC
194
Farmers & Merchants Trust Company
California
$982K
CAP
195
Columbia Advisory Partners
Washington
$981K +$398K +22,029 +69%
NFG
196
Nations Financial Group
Iowa
$961K +$671K +37,168 +240%
NPT
197
National Philanthropic Trust
Pennsylvania
$949K
MWM
198
MGB Wealth Management
Texas
$948K -$95.1K -5,265 -9%
ASN
199
Advisory Services Network
Georgia
$947K -$3.83K -212 -0.4%
NA
200
Note Advisors
New York
$946K +$51.7K +2,863 +6%