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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
201
Global Retirement Partners
California
$793K +$299K +17,298 +52%
EIA
202
Eldridge Investment Advisors
New Hampshire
$785K +$848K +49,155 New
LNC
203
Lincoln National Corp
Pennsylvania
$784K -$62.7K -3,631 -7%
SRC
204
Shufro Rose & Co
New York
$769K – – –
SB
205
Strategic Blueprint
Georgia
$768K -$57.4K -3,327 -6%
OL
206
Owen LaRue
Kentucky
$755K – – –
TWM
207
Tradition Wealth Management
Minnesota
$736K -$184K -10,638 -19%
AAMA
208
Advanced Asset Management Advisors
Ohio
$734K – – –
UB
209
UMB Bank
Missouri
$731K -$48.9K -2,835 -6%
IFG
210
Independent Financial Group
California
$682K -$449 -26 -0.1%
OPS
211
Orion Portfolio Solutions
Nebraska
$674K +$70.3K +4,074 +11%
BCI
212
Brinker Capital Investments
Pennsylvania
$674K +$729K +42,216 New
CIG
213
Cascade Investment Group
Colorado
$669K -$50K -2,900 -6%
AWA
214
Arete Wealth Advisors
Illinois
$649K -$27.2K -1,577 -4%
OIM
215
Oder Investment Management
California
$627K +$678K +39,285 New
SWM
216
Stockman Wealth Management
Montana
$613K -$384K -22,246 -37%
AFA
217
American Financial Advisors
Georgia
$612K -$18.4K -1,066 -3%
AF
218
Allworth Financial
California
$606K -$48.4K -2,803 -7%
MA
219
MJP Associates
Connecticut
$601K -$23.4K -1,354 -3%
PG
220
Prostatis Group
Maryland
$595K +$643K +37,275 New
IA
221
IFG Advisory
Georgia
$588K -$47.1K -2,731 -7%
PWM
222
PRW Wealth Management
Massachusetts
$585K – – –
PPP
223
Private Portfolio Partners
New Jersey
$576K -$140K -8,124 -18%
CCFM
224
Clear Creek Financial Management
Washington
$559K +$334K +19,353 +124%
RFWA
225
RPg Family Wealth Advisory
Massachusetts
$555K -$59.8K -3,465 -9%
7 8
9
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