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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
Thoroughbred Financial Services
Tennessee
$646K +$633K +32,032 New
OC
202
Oppenheimer & Co
New York
$639K -$6.32K -320 -1%
APA
203
American Portfolios Advisors
New York
$628K -$16.9K -855 -3%
Creative Planning
204
Creative Planning
Kansas
$625K -$11.2K -566 -2%
BRWA
205
B. Riley Wealth Advisors
Florida
$623K -$79.8K -4,038 -12%
AWM
206
AE Wealth Management
Kansas
$611K +$76.1K +3,854 +15%
MPCG
207
Matrix Private Capital Group
New York
$600K +$2.33K +118 +0.4%
SI
208
Stephens Inc
Arkansas
$593K -$29.1K -1,474 -5%
GVAG
209
Great Valley Advisor Group
Delaware
$593K +$58.2K +2,948 +11%
CCM
210
Chiron Capital Management
Florida
$590K +$305K +15,434 +112%
CFD
211
Creative Financial Designs
Indiana
$579K +$566K +28,653 New
IFG
212
Independent Financial Group
California
$575K +$73.2K +3,707 +15%
CA
213
Claro Advisors
Massachusetts
$551K +$124K +6,256 +30%
MA
214
Mezzasalma Advisors
New Jersey
$531K +$520K +26,318 New
BAAM
215
Baker Avenue Asset Management
California
$517K
MHS
216
M Holdings Securities
Oregon
$513K -$29.4K -1,486 -6%
RFWA
217
RPg Family Wealth Advisory
Massachusetts
$512K
SFG
218
Summit Financial Group
West Virginia
$511K -$1.72K -87 -0.3%
1W
219
1776 Wealth
Georgia
$499K +$8.22K +416 +2%
VAS
220
Vestmark Advisory Solutions
Massachusetts
$490K +$137K +6,912 +40%
TFS
221
TrustCore Financial Services
Tennessee
$473K
CCP
222
Corient Capital Partners
California
$457K -$1.72M -86,919 -79%
BF
223
BOK Financial
Oklahoma
$455K -$132K -6,663 -23%
BAM
224
Belpointe Asset Management
Nevada
$446K +$36.8K +1,864 +9%
SDAM
225
Shulman DeMeo Asset Management
New York
$441K