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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Stockman Wealth Management
Montana
$1.02M -$2.01M -120,015 -66%
FAM
202
Flaharty Asset Management
Florida
$986K -$31.3M -1,863,108 -97%
AWS
203
Aspen Wealth Strategies
Colorado
$983K +$982K +58,519 New
AWM
204
Accel Wealth Management
Iowa
$981K -$42K -2,505 -4%
TWM
205
Tradition Wealth Management
Minnesota
$953K +$185K +11,007 +24%
RJT
206
Raymond James Trust
Florida
$945K -$14.2K -845 -1%
LNC
207
Lincoln National Corp
Pennsylvania
$886K -$1.28M -76,372 -59%
FWP
208
FAS Wealth Partners
Kansas
$883K +$82.2K +4,901 +10%
SB
209
Strategic Blueprint
Georgia
$864K -$486K -28,996 -36%
RVPG
210
Relative Value Partners Group
$851K +$5.82K +347 +0.7%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$838K +$176K +10,485 +27%
SWP
212
ShoreHaven Wealth Partners
New Jersey
$837K -$1.03M -61,311 -55%
SF
213
Synovus Financial
Georgia
$837K +$309K +18,439 +59%
UB
214
UMB Bank
Missouri
$817K -$113K -6,740 -12%
SRC
215
Shufro Rose & Co
New York
$810K +$809K +48,200 New
AF
216
Advisornet Financial
Minnesota
$801K -$81.4K -4,854 -9%
UCFA
217
United Capital Financial Advisors
Texas
$800K -$235K -13,980 -23%
QWM
218
QP Wealth Management
New Jersey
$779K -$690K -41,123 -47%
AAMA
219
Advanced Asset Management Advisors
Ohio
$773K
OL
220
Owen LaRue
Kentucky
$755K +$740K +44,103 New
CIG
221
Cascade Investment Group
Colorado
$753K +$751K +44,792 New
PPP
222
Private Portfolio Partners
New Jersey
$743K -$45.8K -2,732 -6%
BCP
223
Blackhawk Capital Partners
Wisconsin
$742K +$741K +44,173 New
PG
224
Patten Group
Tennessee
$734K -$235K -13,980 -24%
BAM
225
Belpointe Asset Management
Nevada
$728K -$831K -49,528 -53%