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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$2.14M +$1.65M +88,575 +274%
Stifel Financial
27
Stifel Financial
Missouri
$2.04M -$939K -50,416 -30%
TLP
28
Trinity Legacy Partners
Texas
$1.79M -$40.1K -2,152 -2%
PGAM
29
Princeton Global Asset Management
New Jersey
$1.74M -$247K -13,246 -12%
CA
30
Crumly & Associates
Illinois
$1.74M +$293K +15,744 +19%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.62M -$9.98K -536 -0.6%
BRWM
32
B. Riley Wealth Management
Tennessee
$1.58M +$18.6K +1,000 +1%
WA
33
WESPAC Advisors
California
$1.53M +$602K +32,307 +60%
IA
34
IFP Advisors
Florida
$1.47M
MFG
35
Magnus Financial Group
New York
$1.45M -$37.1K -1,993 -2%
IGWM
36
ICA Group Wealth Management
Colorado
$1.42M -$2.52K -135 -0.2%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$1.41M +$20.9K +1,123 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.4M +$95.5K +5,128 +7%
VIM
39
Vista Investment Management
Pennsylvania
$1.39M -$291K -15,647 -17%
Truist Financial
40
Truist Financial
North Carolina
$1.31M +$765K +41,073 +124%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.28M +$232K +12,478 +21%
GIA
42
Gladstone Institutional Advisory
Florida
$1.16M +$1.22M +65,400 New
JIP
43
Jaffetilchin Investment Partners
Florida
$1.14M +$761K +40,880 +173%
EWM
44
Empirical Wealth Management
Washington
$1.09M +$358K +19,209 +46%
SWM
45
Southern Wealth Management
Texas
$1.01M -$17.7M -950,170 -94%
TWM
46
Tradition Wealth Management
Minnesota
$919K -$126K -6,739 -11%
CA
47
Cetera Advisors
Colorado
$918K -$24.5K -1,314 -2%
MFGM
48
Marshall Financial Group (Maryland)
Maryland
$699K -$4.55M -244,055 -86%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$639K -$205K -10,981 -23%
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$565K -$591K -31,749 -50%