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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTP
26
Platform Technology Partners
New York
$2.67M +$364K +20,130 +15%
1W
27
1776 Wealth
Georgia
$2.52M +$326 +18 +0%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$2.17M -$2.88M -159,367 -56%
Stifel Financial
29
Stifel Financial
Missouri
$1.91M -$65.7K -3,630 -3%
SPI
30
Sutton Place Investors
New York
$1.88M +$1.98M +109,620 New
UCMOK
31
United Capital Management of KS
Kansas
$1.87M -$1.7M -93,665 -46%
PGAM
32
Princeton Global Asset Management
New Jersey
$1.75M +$70.4K +3,891 +4%
IA
33
IFP Advisors
Florida
$1.75M +$265K +14,654 +19%
CA
34
Crumly & Associates
Illinois
$1.71M +$33.6K +1,858 +2%
WAM
35
WealthTrust Asset Management
Florida
$1.69M -$5.74M -317,297 -76%
SIA
36
Soltis Investment Advisors
Utah
$1.64M +$1.78M +98,315 New
BRWA
37
B. Riley Wealth Advisors
Florida
$1.54M +$1.63M +90,056 New
OMC
38
Old Mission Capital
Illinois
$1.33M +$1.41M +77,806 New
IGWM
39
ICA Group Wealth Management
Colorado
$1.31M
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.28M -$70.6K -3,898 -5%
VIM
41
Vista Investment Management
Pennsylvania
$1.27M -$77.4K -4,277 -5%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.27M -$102K -5,621 -7%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.21M -$385K -21,275 -23%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.13M +$1.2M +66,109 New
TWM
45
Tradition Wealth Management
Minnesota
$1.11M +$237K +13,070 +25%
MFG
46
Magnus Financial Group
New York
$1M -$418K -23,068 -28%
GM
47
GeoWealth Management
Illinois
$938K +$615K +33,963 +164%
CA
48
Cetera Advisors
Colorado
$889K
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$807K +$275K +15,171 +48%
SWP
50
Stratos Wealth Partners
Ohio
$777K +$820K +45,282 New