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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
201
UMB Bank
Missouri
$732K – – –
GRP
202
Global Retirement Partners
California
$719K -$87.1K -5,481 -11%
LFAS
203
Level Four Advisory Services
Texas
$713K -$4.05M -254,777 -85%
RFWA
204
RPg Family Wealth Advisory
Massachusetts
$709K +$153K +9,628 +28%
WSWA
205
Warren Street Wealth Advisors
California
$689K +$445K +27,964 New
BCP
206
Blackhawk Capital Partners
Wisconsin
$681K +$677K +42,618 New
BCI
207
Brinker Capital Investments
Pennsylvania
$677K +$2.34K +147 +0.3%
OPS
208
Orion Portfolio Solutions
Nebraska
$677K +$2.34K +147 +0.3%
AAMA
209
Advanced Asset Management Advisors
Ohio
$661K -$73.1K -4,600 -10%
IFG
210
Independent Financial Group
California
$655K -$27.4K -1,722 -4%
IPW
211
Invictus Private Wealth
Colorado
$644K -$3.13M -196,642 -83%
MA
212
Mutual Advisors
Nebraska
$642K -$201K -12,669 -24%
FIA
213
Foundations Investment Advisors
Arizona
$638K +$635K +39,940 New
ACA
214
Aptus Capital Advisors
Alabama
$636K +$194K +12,185 +44%
KIA
215
Kraematon Investment Advisors
Massachusetts
$628K +$80.6K +5,072 +15%
SB
216
Strategic Blueprint
Georgia
$611K -$156K -9,828 -20%
OL
217
Owen LaRue
Kentucky
$602K -$104K -6,563 -15%
OIM
218
Oder Investment Management
California
$600K -$27.3K -1,719 -4%
SWM
219
Stockman Wealth Management
Montana
$598K -$15.8K -994 -3%
NW
220
NewEdge Wealth
Pennsylvania
$594K +$591K +37,201 New
MA
221
MJP Associates
Connecticut
$581K -$20.4K -1,283 -3%
AF
222
Allworth Financial
California
$568K -$38.2K -2,405 -6%
MFG
223
Merit Financial Group
Georgia
$551K +$303K +19,047 +123%
AFA
224
American Financial Advisors
Georgia
$548K -$64.1K -4,034 -11%
MPCG
225
Matrix Private Capital Group
New York
$541K +$79.5K +5,000 +17%
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