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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$7.7M -$335K -17,429 -4%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$7.31M +$563K +29,279 +8%
ECA
28
Elevated Capital Advisors
Utah
$7.19M +$105K +5,446 +1%
KFI
29
Key Financial Inc
Pennsylvania
$7.1M -$525K -27,278 -7%
PFS
30
Prospera Financial Services
Texas
$6.88M +$88.5K +4,602 +1%
Stifel Financial
31
Stifel Financial
Missouri
$6.87M -$236K -12,292 -3%
WIA
32
Westview Investment Advisors
Vermont
$6.63M -$219K -11,373 -3%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$6.41M +$498K +25,898 +8%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6.3M +$3.95M +205,555 +170%
VIM
35
Vista Investment Management
Pennsylvania
$5.7M +$308K +16,032 +6%
SIM
36
Synergy Investment Management
Florida
$5.45M +$1.42M +74,063 +36%
AWC
37
Adamsbrown Wealth Consultants
Kansas
$5.37M -$3.4M -176,649 -39%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.06M -$55.5K -2,887 -1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$1.81M +94,356 +83%
VFG
40
Victory Financial Group
Texas
$3.93M +$339K +17,637 +9%
VT
41
Vise Technologies
New York
$3.75M +$3.74M +194,637 New
KWM
42
Kingsview Wealth Management
Oregon
$3.51M -$3.67M -190,926 -51%
FZCM
43
Flynn Zito Capital Management
New York
$3.5M +$208K +10,792 +6%
PAG
44
Private Advisor Group
New Jersey
$3.48M +$55K +2,861 +2%
MFG
45
Merit Financial Group
Georgia
$3.38M -$6.12M -318,465 -65%
JWCA
46
J.W. Cole Advisors
Florida
$3.33M +$1.79M +93,155 +118%
MIM
47
Marshall Investment Management
Colorado
$2.99M -$61.8K -3,213 -2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$2.67M +$314K +16,337 +13%
VPW
49
Vaquero Private Wealth
Texas
$2.54M +$2.53M +131,822 New
TBF
50
True Blue Financial
Michigan
$2.41M +$408K +21,216 +20%