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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1W
26
1776 Wealth
Georgia
$3.35M -$405K -20,492 -11%
Stifel Financial
27
Stifel Financial
Missouri
$3.21M +$302K +15,260 +10%
PWA
28
PCG Wealth Advisors
Kansas
$3.21M +$220K +11,104 +7%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.92M -$2.14M -108,196 -42%
AWA
30
Arkadios Wealth Advisors
Georgia
$2.62M +$1.66M +83,884 +163%
SWP
31
ShoreHaven Wealth Partners
New Jersey
$2.58M +$207K +10,483 +9%
PGAM
32
Princeton Global Asset Management
New Jersey
$2.17M +$346K +17,517 +19%
FAIM
33
Financial Advocates Investment Management
Washington
$2.08M +$113K +5,704 +6%
TLP
34
Trinity Legacy Partners
Texas
$1.99M +$3.34K +169 +0.2%
VIM
35
Vista Investment Management
Pennsylvania
$1.82M +$255K +12,875 +16%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.79M +$238K +12,033 +15%
KCFA
37
Key Client Fiduciary Advisors
New Jersey
$1.78M +$36.7K +1,857 +2%
BRWM
38
B. Riley Wealth Management
Tennessee
$1.72M +$925K +46,800 +112%
OMC
39
Old Mission Capital
Illinois
$1.65M +$1.07M +54,177 +176%
MFG
40
Magnus Financial Group
New York
$1.62M +$1.65M +83,628 New
CA
41
Crumly & Associates
Illinois
$1.6M +$1.63M +82,314 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.52M +$604K +30,535 +64%
IA
43
IFP Advisors
Florida
$1.47M +$1.27M +64,122 +569%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.43M -$39.3K -1,987 -3%
IGWM
45
ICA Group Wealth Management
Colorado
$1.43M +$1.52M +76,688 New
Citadel Advisors
46
Citadel Advisors
Florida
$1.28M +$1.31M +66,259 New
WWMSC
47
Wagner Wealth Management (South Carolina)
South Carolina
$1.23M +$919K +46,489 +271%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$1.16M +$115K +5,839 +11%
TWM
49
Tradition Wealth Management
Minnesota
$1.14M +$241K +12,181 +26%
WA
50
WESPAC Advisors
California
$1.05M -$335K -16,927 -24%