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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
201
TrueWealth Advisors
Alabama
$776K +$111K +6,448 +17%
1IA
202
1834 Investment Advisors
Wisconsin
$773K -$22.8K -1,324 -3%
MWPCG
203
Measured Wealth Private Client Group
New Hampshire
$771K -$241K -13,946 -24%
MA
204
MJP Associates
Connecticut
$752K -$47.8K -2,769 -6%
AO
205
Advisor OS
Illinois
$735K -$8.22M -476,542 -92%
KIA
206
Kraematon Investment Advisors
Massachusetts
$715K -$43.5K -2,523 -6%
FHC
207
First Heartland Consultants
Missouri
$695K -$3.97M -229,882 -85%
FTS
208
Fifth Third Securities
Ohio
$689K +$684K +39,665 New
AFP
209
Ausdal Financial Partners
Iowa
$676K -$222K -12,843 -25%
IA
210
IFG Advisory
Georgia
$674K +$54.3K +3,146 +9%
RJT
211
Raymond James Trust
Florida
$668K -$59.4K -3,441 -8%
MPCG
212
Matrix Private Capital Group
New York
$650K – – –
WC
213
Waterloo Capital
Texas
$643K -$345K -20,007 -35%
MA
214
Mutual Advisors
Nebraska
$638K -$272K -15,750 -30%
OIM
215
Oder Investment Management
California
$636K -$65.9K -3,818 -9%
CCG
216
Cypress Capital Group
Florida
$619K -$144K -8,364 -19%
APP
217
Avantax Planning Partners
Iowa
$603K +$600K +34,752 New
WS
218
Wedbush Securities
California
$580K -$2.55K -148 -0.4%
SWM
219
Stockman Wealth Management
Montana
$575K -$44.3K -2,568 -7%
NW
220
NewEdge Wealth
Pennsylvania
$570K – – –
PA
221
PSI Advisors
Florida
$567K -$505K -29,284 -47%
CCG
222
Coastwise Capital Group
California
$562K -$14.8K -856 -3%
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$549K -$29.2K -1,693 -5%
DF
224
Dunhill Financial
United Kingdom
$545K -$31.4K -1,818 -5%
PS
225
Principal Securities
Iowa
$542K +$13.7K +794 +3%
7 8
9
10 11