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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
201
Golden State Wealth Management
California
$291K -$23.5K -1,200 -8%
CWA
202
Clarus Wealth Advisors
Arizona
$282K +$24.1K +1,230 +9%
SWM
203
Sequoia Wealth Management
Illinois
$277K +$23.9K +1,217 +9%
NS
204
NewDay Solutions
New Hampshire
$270K -$3.45M -175,974 -93%
CFG
205
Cooper Financial Group
California
$264K +$263K +13,396 New
AWS
206
AJ Wealth Strategies
New York
$256K – – –
WDA
207
Wendell David Associates
New Hampshire
$256K – – –
HCM
208
Hudson Capital Management
New Jersey
$232K -$186K -9,458 -45%
KFGK
209
Keystone Financial Group (Kentucky)
Kentucky
$221K +$219K +11,185 New
IWC
210
Integrated Wealth Concepts
Massachusetts
$219K +$11.2K +569 +5%
EIA
211
Eldridge Investment Advisors
New Hampshire
$218K +$216K +11,025 New
MIM
212
Moseley Investment Management
Florida
$217K +$8.79K +448 +4%
FWM
213
Foresight Wealth Management
Utah
$211K -$10.3K -525 -5%
SS
214
Sunbelt Securities
Texas
$201K +$200K +10,185 New
MCM
215
Mengis Capital Management
Oregon
$200K +$1.57K +80 +0.8%
SAM
216
SignalPoint Asset Management
Missouri
$199K +$198K +10,108 New
HI
217
Hudock Inc
Pennsylvania
$196K +$195K +9,958 New
CAL
218
Capital Advisors Ltd
Ohio
$194K – – –
AAM
219
Advisors Asset Management
Colorado
$191K +$74.7K +3,808 +65%
PB
220
Pinnacle Bancorp
Nebraska
$151K +$255 +13 +0.2%
IWA
221
Intercontinental Wealth Advisors
Texas
$145K – – –
SFS
222
Sowell Financial Services
Arkansas
$144K +$143K +7,304 New
MRCM
223
M&R Capital Management
New Jersey
$143K +$353 +18 +0.2%
SCA
224
Stonebridge Capital Advisors
Minnesota
$120K +$119K +6,089 New
RIA
225
Realta Investment Advisors
Delaware
$115K +$333 +17 +0.3%
7 8
9
10 11