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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APWA
201
Atlas Private Wealth Advisors
New Jersey
$441K -$117K -6,111 -21%
MRCM
202
M&R Capital Management
New Jersey
$431K +$4.18K +219 +1%
SDAM
203
Shulman DeMeo Asset Management
New York
$419K
IA
204
IFP Advisors
Florida
$417K +$17.6K +920 +4%
QAM
205
QCI Asset Management
New York
$413K -$63.1K -3,305 -13%
CA
206
Claro Advisors
Massachusetts
$404K +$67K +3,506 +20%
MOS
207
MGO One Seven
Ohio
$388K -$58.5K -3,061 -13%
BAM
208
Belpointe Asset Management
Nevada
$388K +$27.6K +1,445 +8%
ODCM
209
Old Dominion Capital Management
Virginia
$385K
WIA
210
Wealthstreet Investment Advisors
Texas
$383K +$191K +10,000 +100%
PWP
211
Principle Wealth Partners
Connecticut
$356K -$57.3K -3,000 -14%
CFG
212
Cooper Financial Group
California
$352K -$8.71K -456 -2%
IWA
213
IBEX Wealth Advisors
New Jersey
$351K +$1.81K +95 +0.5%
NFG
214
Norris Financial Group
South Carolina
$335K
VAS
215
Vestmark Advisory Solutions
Massachusetts
$333K +$331K +17,349 New
SVWAG
216
Sound View Wealth Advisors Group
Georgia
$332K -$28.5K -1,490 -8%
T
217
TRUADVICE
Florida
$325K +$321K +16,792 New
SFP
218
Strategic Financial Partners
Oregon
$308K +$99.5K +5,212 +48%
VCM
219
Vivaldi Capital Management
Illinois
$296K
EWM
220
EPG Wealth Management
Georgia
$293K -$210K -10,989 -42%
SCI
221
Stableford Capital II
Arizona
$293K -$96.5K -5,054 -25%
KOMWMG
222
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$292K +$3.61K +189 +1%
FPGK
223
Financial Partners Group (Kansas)
Kansas
$288K +$287K +15,008 New
Neuberger Berman Group
224
Neuberger Berman Group
New York
$286K
IWC
225
Integrated Wealth Concepts
Massachusetts
$284K -$1.45K -76 -0.5%