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First Trust SSI Strategic Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$664K +$65.9K +1,451 +11%
SAM
27
Synergy Asset Management
Washington
$658K +$199K +4,381 +42%
SWP
28
Stratos Wealth Partners
Ohio
$632K -$182 -4 -0%
JP Morgan Chase
29
JP Morgan Chase
New York
$600K -$81.1K -1,787 -11%
KA
30
Kovack Advisors
Florida
$527K -$16.6K -365 -3%
SW
31
SkyOak Wealth
Michigan
$510K
CCA
32
Cottonwood Capital Advisors
Utah
$412K -$14.8K -327 -3%
HGWM
33
Horst & Graben Wealth Management
Oregon
$410K -$5.31K -117 -1%
CWM
34
Concentrum Wealth Management
California
$333K +$136 +3 +0%
RIA
35
Realta Investment Advisors
Delaware
$324K +$7.72K +170 +2%
TWM
36
TSA Wealth Management
Texas
$313K -$681 -15 -0.2%
AFA
37
American Financial Advisors
Georgia
$291K -$10.3K -226 -3%
EHC
38
Everett Harris & Co
California
$291K
PFS
39
Prospera Financial Services
Texas
$249K +$29.2K +644 +13%
RIS
40
Richmond Investment Services
Wisconsin
$240K +$91 +2 +0%
WWMP
41
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$232K -$31.4K -691 -12%
IAIM
42
International Assets Investment Management
Florida
$103K -$13.6K -300 -12%
ASN
43
Advisory Services Network
Georgia
$80.9K +$83.2K +1,832 New
AF
44
Allworth Financial
California
$75.1K
FFA
45
Farther Finance Advisors
California
$68.6K
MWA
46
Merkkuri Wealth Advisors
New York
$52.5K +$53.9K +1,188 New
HIA
47
Harbor Investment Advisory
Maryland
$37.6K
GWM
48
Geneos Wealth Management
Colorado
$28.7K
CT
49
Caldwell Trust
Florida
$28.4K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$22.8K -$7.81K -172 -25%