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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
201
Tanager Wealth Management
United Kingdom
$923K +$568K +32,520 +168%
MMA
202
Miracle Mile Advisors
California
$892K -$52 -3 -0%
SW
203
SteelPeak Wealth
California
$885K -$64.5K -3,697 -7%
AWM
204
Accel Wealth Management
Iowa
$885K +$1.69K +97 +0.2%
MFP
205
Meridian Financial Partners
Virginia
$876K -$2.86K -164 -0.3%
NA
206
Note Advisors
New York
$873K +$72.5K +4,155 +9%
RCIM
207
Red Cedar Investment Management
Michigan
$866K – – –
WAG
208
Wiser Advisor Group
Arizona
$861K -$73.3K -4,199 -8%
JWCA
209
J.W. Cole Advisors
Florida
$859K +$61.5K +3,526 +8%
AWS
210
Aspen Wealth Strategies
Colorado
$830K -$27.6K -1,579 -3%
MW
211
Maia Wealth
Colorado
$829K +$56.9K +3,257 +8%
PFS
212
Prospect Financial Services
New York
$827K -$37.7K -2,162 -4%
AAS
213
Ameritas Advisory Services
Nebraska
$799K -$251K -14,400 -24%
CL
214
Choreo LLC
Illinois
$787K +$595K +34,099 +337%
NWM
215
Northwest Wealth Management
Iowa
$777K -$123K -7,032 -14%
WIC
216
Woodmont Investment Counsel
Tennessee
$771K +$89.7K +5,141 +13%
KIA
217
Kraematon Investment Advisors
Massachusetts
$770K -$99K -5,673 -12%
AWG
218
Altus Wealth Group
Colorado
$739K -$36.9K -2,115 -5%
BFG
219
Berger Financial Group
Minnesota
$737K -$35.3K -2,025 -5%
IA
220
IFG Advisory
Georgia
$734K +$24.4K +1,399 +4%
SFI
221
SPC Financial Inc
Maryland
$706K -$90.9K -5,205 -12%
FPWM
222
FSB Premier Wealth Management
Iowa
$705K +$44.6K +2,553 +7%
CFD
223
Creative Financial Designs
Indiana
$703K -$6.37K -365 -0.9%
BA
224
Ballew Advisors
Mississippi
$701K +$168K +9,650 +33%
WCM
225
Winebrenner Capital Management
Kentucky
$695K – – –
7 8
9
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