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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
201
Creative Financial Designs
Indiana
$764K +$187K +9,250 +32%
Ameriprise
202
Ameriprise
Minnesota
$761K +$373K +18,465 +96%
FAIM
203
Financial Advocates Investment Management
Washington
$748K -$281K -13,906 -28%
MAFM
204
Mid Atlantic Financial Management
Pennsylvania
$747K +$84.1K +4,166 +13%
CFS
205
CRA Financial Services
New Jersey
$739K
IFG
206
Independent Financial Group
California
$721K +$148K +7,309 +26%
AIP
207
Almanack Investment Partners
Pennsylvania
$710K +$711K +35,229 New
GVAG
208
Great Valley Advisor Group
Delaware
$670K +$79.2K +3,922 +13%
BWA
209
Beam Wealth Advisors
Louisiana
$659K -$45K -2,230 -6%
TFS
210
Thoroughbred Financial Services
Tennessee
$645K +$444 +22 +0.1%
MHS
211
M Holdings Securities
Oregon
$638K +$125K +6,215 +24%
CA
212
Claro Advisors
Massachusetts
$636K +$85.9K +4,256 +16%
OC
213
Oppenheimer & Co
New York
$631K -$7.47K -370 -1%
Creative Planning
214
Creative Planning
Kansas
$620K -$3.82K -189 -0.6%
CCFM
215
Clear Creek Financial Management
Washington
$610K -$940K -46,537 -61%
FHA
216
Flagship Harbor Advisors
Massachusetts
$606K +$607K +30,085 New
MPCG
217
Matrix Private Capital Group
New York
$599K
PWP
218
Principle Wealth Partners
Connecticut
$581K +$208K +10,282 +55%
MP
219
McDonald Partners
Ohio
$571K +$135K +6,680 +31%
ERWM
220
Elk River Wealth Management
Colorado
$569K -$257K -12,748 -31%
BAM
221
Belpointe Asset Management
Nevada
$537K +$91.5K +4,534 +21%
1W
222
1776 Wealth
Georgia
$525K +$26.8K +1,329 +5%
AWA
223
ARQ Wealth Advisors
Arizona
$524K +$120K +5,929 +30%
MA
224
Mezzasalma Advisors
New Jersey
$521K -$8.84K -438 -2%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$520K +$521K +25,810 New