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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
201
Prospect Financial Services
New York
$891K +$8.31K +463 +0.9%
BFWM
202
Bright Futures Wealth Management
New York
$880K -$1.07M -59,759 -55%
BFG
203
Berger Financial Group
Minnesota
$862K -$51.1K -2,845 -6%
RCIM
204
Red Cedar Investment Management
Michigan
$861K – – –
KIA
205
Kraematon Investment Advisors
Massachusetts
$847K +$219K +12,183 +34%
BIA
206
Barry Investment Advisors
Massachusetts
$844K +$443K +24,674 +107%
CFG
207
Cooper Financial Group
California
$804K -$101K -5,621 -11%
OMC
208
Old Mission Capital
Illinois
$798K +$809K +45,061 New
AFP
209
Ausdal Financial Partners
Iowa
$781K +$92.2K +5,133 +13%
APP
210
Avantax Planning Partners
Iowa
$772K +$150K +8,337 +24%
AWG
211
Altus Wealth Group
Colorado
$770K -$219K -12,182 -22%
NW
212
NewEdge Wealth
Pennsylvania
$760K +$280K +15,622 +57%
MFP
213
Meridian Financial Partners
Virginia
$742K +$752K +41,910 New
MW
214
Maia Wealth
Colorado
$728K -$1.38K -77 -0.2%
CPIA
215
Cornell Pochily Investment Advisors
New York
$711K -$129K -7,183 -15%
SA
216
Sovran Advisors
California
$705K +$721K +40,153 New
IA
217
IFG Advisory
Georgia
$703K +$1.87K +104 +0.3%
QPW
218
Quantum Private Wealth
Florida
$702K -$180K -9,999 -20%
PPP
219
Private Portfolio Partners
New Jersey
$683K +$70.1K +3,907 +11%
WCM
220
Winebrenner Capital Management
Kentucky
$676K +$686K +38,218 New
MA
221
Mutual Advisors
Nebraska
$671K +$3.32K +185 +0.5%
MPCG
222
Matrix Private Capital Group
New York
$663K – – –
FFP
223
Freedom Financial Partners
Minnesota
$641K +$651K +36,238 New
WI
224
Wintrust Investments
Illinois
$639K +$5.51K +307 +0.9%
CWM
225
Concentrum Wealth Management
California
$637K -$337K -18,767 -34%
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9
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