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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
201
Orion Portfolio Solutions
Nebraska
$656K -$20.5K -1,270 -3%
OIM
202
Oder Investment Management
California
$655K +$55.4K +3,440 +9%
BFO
203
Biltmore Family Office
North Carolina
$647K -$3M -186,301 -82%
KIA
204
Kraematon Investment Advisors
Massachusetts
$642K +$14.3K +888 +2%
MA
205
Mutual Advisors
Nebraska
$636K -$5.86K -364 -0.9%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$618K +$623K +38,710 New
MA
207
MJP Associates
Connecticut
$596K +$15.6K +971 +3%
NW
208
NewEdge Wealth
Pennsylvania
$594K
AAMA
209
Advanced Asset Management Advisors
Ohio
$589K -$72.5K -4,500 -11%
CA
210
Claro Advisors
Massachusetts
$588K -$261K -16,196 -31%
AF
211
Allworth Financial
California
$571K +$2.51K +156 +0.4%
PPP
212
Private Portfolio Partners
New Jersey
$551K +$24.2K +1,503 +5%
MPCG
213
Matrix Private Capital Group
New York
$547K +$6.41K +398 +1%
SWM
214
Stockman Wealth Management
Montana
$539K -$58.7K -3,644 -10%
AWM
215
Atticus Wealth Management
Florida
$535K +$8.25K +512 +2%
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$534K +$114K +7,090 +27%
CCG
217
Coastwise Capital Group
California
$515K +$4.77K +296 +0.9%
IA
218
IFG Advisory
Georgia
$500K -$39.6K -2,458 -7%
CA
219
Cornerstone Advisory
Maryland
$496K +$34.3K +2,128 +7%
BCM
220
Brookstone Capital Management
Illinois
$496K +$283K +17,586 +123%
RIA
221
Realta Investment Advisors
Delaware
$488K -$25.8K -1,599 -5%
WS
222
Wedbush Securities
California
$483K -$13.9K -863 -3%
PVI
223
Pine Valley Investments
New Jersey
$471K -$16.5K -1,027 -3%
OL
224
Owen LaRue
Kentucky
$470K -$131K -8,122 -22%
FHB
225
First Hawaiian Bank
Hawaii
$465K