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First Trust SSI Strategic Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$618K -$119K -2,347 -17%
KA
27
Kovack Advisors
Florida
$609K -$10.5K -207 -2%
RIA
28
Realta Investment Advisors
Delaware
$529K +$127K +2,501 +34%
CCA
29
Cottonwood Capital Advisors
Utah
$500K -$1.22K -24 -0.3%
HGWM
30
Horst & Graben Wealth Management
Oregon
$430K -$8.19K -161 -2%
GRP
31
Global Retirement Partners
California
$359K +$339K +6,674 New
CWM
32
Concentrum Wealth Management
California
$355K -$48.3K -950 -13%
EHC
33
Everett Harris & Co
California
$354K
SAM
34
Synergy Asset Management
Washington
$353K -$424K -8,342 -56%
TWM
35
TSA Wealth Management
Texas
$339K -$39.1K -770 -11%
PFS
36
Prospera Financial Services
Texas
$324K +$20.1K +395 +7%
AFA
37
American Financial Advisors
Georgia
$319K -$32.8K -645 -10%
ECA
38
Elevation Capital Advisory
Oregon
$283K +$267K +5,260 New
EFG
39
Ethos Financial Group
Pennsylvania
$241K +$260K +5,123 New
CCAL
40
City Center Advisors LLC
Michigan
$215K +$203K +3,992 New
MML Investors Services
41
MML Investors Services
Massachusetts
$202K +$191K +3,751 New
IAIM
42
International Assets Investment Management
Florida
$125K +$4.58K +90 +4%
APFP
43
Action Point Financial Planning
Michigan
$119K +$113K +2,219 New
AF
44
Allworth Financial
California
$91.4K
FFA
45
Farther Finance Advisors
California
$82.2K
HIA
46
Harbor Investment Advisory
Maryland
$45.7K
CA
47
Continuum Advisory
Idaho
$38.1K +$36K +709 New
GWM
48
Geneos Wealth Management
Colorado
$35K
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$19K -$8.39K -165 -32%
William Blair & Company
50
William Blair & Company
Illinois
$15.9K