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First Trust Preferred Securities and Income ETF
FPE

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
201
Trustmark National Bank Trust Department
Mississippi
$949K -$401K -22,020 -29%
NPT
202
National Philanthropic Trust
Pennsylvania
$924K – – –
DC
203
Davenport & Co
Virginia
$913K +$86.7K +4,760 +10%
CAP
204
Columbia Advisory Partners
Washington
$890K -$61.1K -3,356 -6%
MFP
205
Meridian Financial Partners
Virginia
$885K +$19.1K +1,049 +2%
TWM
206
Tanager Wealth Management
United Kingdom
$866K -$42.9K -2,358 -5%
RCIM
207
Red Cedar Investment Management
Michigan
$864K – – –
SWM
208
SeaCrest Wealth Management
New York
$853K -$455 -25 -0.1%
FFA
209
Farther Finance Advisors
California
$852K -$123K -6,769 -12%
BAWC
210
Boyce & Associates Wealth Consulting
Texas
$848K +$148K +8,131 +21%
LFAS
211
Level Four Advisory Services
Texas
$839K +$68.8K +3,777 +9%
BFA
212
Beacon Financial Advisory
Ohio
$838K +$859K +47,183 New
CSP
213
Cary Street Partners
Virginia
$828K -$4.75K -261 -0.6%
SG
214
StoneX Group
New York
$806K -$947K -52,011 -53%
AC
215
AlphaCore Capital
California
$789K -$18.2K -1,000 -2%
AWM
216
Accel Wealth Management
Iowa
$787K -$11.3K -620 -1%
WAG
217
Wiser Advisor Group
Arizona
$775K -$35.6K -1,954 -4%
PFPG
218
Pinnacle Financial Partners (Georgia)
Georgia
$751K +$9.03K +496 +1%
WCM
219
Winebrenner Capital Management
Kentucky
$751K +$770K +42,296 New
CL
220
Choreo LLC
Illinois
$736K -$46.9K -2,574 -6%
GWP
221
Gateway Wealth Partners
Wisconsin
$732K +$403K +22,124 +116%
OIM
222
Oder Investment Management
California
$722K +$24.9K +1,365 +3%
WS
223
Wedbush Securities
California
$716K +$93.7K +5,147 +15%
FFP
224
Freedom Financial Partners
Minnesota
$713K +$17.2K +946 +2%
BA
225
Ballew Advisors
Mississippi
$711K +$35.1K +1,930 +5%
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