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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
201
Strategic Blueprint
Georgia
$818K +$107K +6,628 +16%
US Bancorp
202
US Bancorp
Minnesota
$802K -$156K -9,680 -17%
ASN
203
Advisory Services Network
Georgia
$801K -$4.77M -295,617 -86%
CCG
204
Cypress Capital Group
Florida
$779K -$104K -6,430 -12%
MA
205
MJP Associates
Connecticut
$752K +$117K +7,234 +19%
UB
206
UMB Bank
Missouri
$750K -$21.8K -1,352 -3%
SIA
207
Soltis Investment Advisors
Utah
$737K -$49.1K -3,043 -7%
RJT
208
Raymond James Trust
Florida
$728K -$384K -23,815 -36%
RFWA
209
RPg Family Wealth Advisory
Massachusetts
$726K -$10K -620 -1%
KIA
210
Kraematon Investment Advisors
Massachusetts
$721K +$41.6K +2,578 +6%
SRC
211
Shufro Rose & Co
New York
$690K
OIM
212
Oder Investment Management
California
$682K -$9.42K -584 -1%
PPP
213
Private Portfolio Partners
New Jersey
$674K +$89.1K +5,520 +16%
SC
214
Savant Capital
Illinois
$648K -$489K -30,317 -44%
LI
215
LVZ Inc
Michigan
$644K -$262K -16,271 -30%
MA
216
Mutual Advisors
Nebraska
$631K -$38.8K -2,406 -6%
MPCG
217
Matrix Private Capital Group
New York
$628K +$48.4K +3,000 +9%
NW
218
NewEdge Wealth
Pennsylvania
$627K
TA
219
TrueWealth Advisors
Alabama
$618K -$243K -15,079 -29%
MFP
220
Meridian Financial Partners
Virginia
$615K -$132K -8,169 -18%
TLA
221
Tanglewood Legacy Advisors
Texas
$611K +$263K +16,300 +82%
AF
222
Allworth Financial
California
$609K +$6.5K +403 +1%
SWM
223
Stockman Wealth Management
Montana
$601K +$30.3K +1,877 +6%
IA
224
IFG Advisory
Georgia
$581K +$50.9K +3,156 +10%
LFAS
225
Level Four Advisory Services
Texas
$559K +$535K +33,151 New