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First Trust Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$406M +$15.8M +841,642 +4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$210M +$14.1M +753,354 +7%
UBS Group
3
UBS Group
Switzerland
$112M +$1.11M +59,236 +1%
Bank of America
4
Bank of America
North Carolina
$80.9M +$7.23M +385,919 +10%
LPL Financial
5
LPL Financial
California
$54.2M +$5.09M +271,761 +11%
TNBTD
6
Trustmark National Bank Trust Department
Mississippi
$47.1M +$15.7M +839,504 +51%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$43.9M +$13M +694,974 +43%
MAP
8
Milestone Advisory Partners
North Carolina
$23.1M +$731K +39,029 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$22.7M +$19.5M +1,039,703 +1,710%
RJA
10
Raymond James & Associates
Florida
$21.3M +$6.39M +341,404 +44%
HighTower Advisors
11
HighTower Advisors
Illinois
$18.8M -$746K -39,835 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$17.6M +$1.88M +100,161 +12%
FAM
13
Flaharty Asset Management
Florida
$17.6M -$23.6K -1,263 -0.1%
BFG
14
Beacon Financial Group
Texas
$16.6M +$3.21M +171,237 +24%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$16.2M +$873K +46,615 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$14.6M +$4.56M +243,499 +47%
Stifel Financial
17
Stifel Financial
Missouri
$14M +$3.19M +170,207 +30%
AG
18
Advisor Group
Arizona
$13.8M +$2.3M +122,766 +20%
JIP
19
Jaffetilchin Investment Partners
Florida
$13.8M +$3.53M +188,751 +35%
LFAS
20
Level Four Advisory Services
Texas
$12.5M +$1.3M +69,257 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$11.4M +$675K +36,066 +6%
HWA
22
HCR Wealth Advisors
California
$11.3M -$12.3M -654,871 -53%
First Trust Advisors
23
First Trust Advisors
Illinois
$11.1M +$1.15M +61,345 +12%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$10.7M +$799K +42,671 +8%
TC
25
Trilogy Capital
California
$10.5M +$5.11M +272,960 +98%