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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
201
IFP Advisors
Florida
$353K +$97.9K +5,103 +33%
PAG
202
Private Advisory Group
Washington
$336K +$393K +20,478 New
SCI
203
Stableford Capital II
Arizona
$334K +$390K +20,354 New
ODCM
204
Old Dominion Capital Management
Virginia
$330K +$386K +20,097 New
RSWM
205
Robertson Stephens Wealth Management
California
$324K +$379K +19,778 New
ISB
206
Iowa State Bank
Iowa
$317K +$31.1K +1,620 +9%
LF
207
LifeSteps Financial
California
$313K +$65.7K +3,424 +22%
SVWAG
208
Sound View Wealth Advisors Group
Georgia
$311K -$63.1K -3,291 -15%
MOS
209
MGO One Seven
Ohio
$311K +$130K +6,778 +55%
AWA
210
ARQ Wealth Advisors
Arizona
$307K +$359K +18,696 New
WIA
211
World Investment Advisors
California
$298K -$21.1K -1,099 -6%
SFS
212
Sowell Financial Services
Arkansas
$297K +$9.59K +500 +3%
IWA
213
IBEX Wealth Advisors
New Jersey
$295K -$1.82K -95 -0.5%
BAM
214
Belpointe Asset Management
Nevada
$294K +$4.93K +257 +1%
NFG
215
Norris Financial Group
South Carolina
$287K +$335K +17,481 New
CF
216
Centaurus Financial
California
$286K +$228K +11,868 +212%
MWA
217
MFA Wealth Advisors
Pennsylvania
$274K -$2.76M -144,054 -89%
MFG
218
Merit Financial Group
Georgia
$266K -$224K -11,688 -42%
AW
219
ACG Wealth
Georgia
$266K +$40.5K +2,109 +15%
IWC
220
Integrated Wealth Concepts
Massachusetts
$264K +$103K +5,379 +50%
AAM
221
Advisors Asset Management
Colorado
$257K +$38.1K +1,986 +14%
FHA
222
Flagship Harbor Advisors
Massachusetts
$257K -$373K -19,437 -55%
QAM
223
QCI Asset Management
New York
$252K -$17.5K -910 -6%
LWAC
224
Laurel Wealth Advisors (California)
California
$248K -$730K -38,036 -71%
VCM
225
Vivaldi Capital Management
Illinois
$246K -$10.8M -565,573 -97%
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