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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.25M +$2.76M +153,568 +153%
PWM
27
Peterson Wealth Management
Nevada
$4.1M -$1.08M -60,054 -20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.03M +$3.59M +199,762 +491%
CCA
29
Clearwater Capital Advisors
Illinois
$3.98M -$5.8M -322,964 -58%
PFC
30
Phocas Financial Corp
California
$3.64M -$550K -30,596 -12%
MFGM
31
Marshall Financial Group (Maryland)
Maryland
$3.56M +$3.59M +199,702 +1,575%
WF
32
Welch & Forbes
Massachusetts
$3.19M +$74.7K +4,155 +2%
HSA
33
HBK Sorce Advisory
Pennsylvania
$3M +$3.22M +179,345 New
FFA
34
Founders Financial Alliance
North Carolina
$2.99M +$66.1K +3,676 +2%
1W
35
1776 Wealth
Georgia
$2.74M +$252K +14,020 +9%
MML Investors Services
36
MML Investors Services
Massachusetts
$2.6M +$1.55M +86,331 +125%
QWM
37
QP Wealth Management
New Jersey
$2.53M +$175K +9,717 +7%
PTP
38
Platform Technology Partners
New York
$2.3M -$329K -18,280 -12%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.13M -$59.2K -3,292 -3%
AWM
40
AE Wealth Management
Kansas
$2.05M +$61.6K +3,425 +3%
WAM
41
Walker Asset Management
Missouri
$2.04M -$135K -7,500 -6%
SPI
42
Sutton Place Investors
New York
$1.92M +$62.5K +3,476 +3%
UCMOK
43
United Capital Management of KS
Kansas
$1.91M +$9.38K +522 +0.5%
PAG
44
Paladin Advisory Group
Iowa
$1.88M +$2.02M +112,313 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.85M +$552K +30,722 +39%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.84M +$145K +8,047 +8%
DADC
47
D.A. Davidson & Co
Montana
$1.7M +$1.82M +101,458 New
VIM
48
Vista Investment Management
Pennsylvania
$1.68M +$155K +8,606 +9%
AWA
49
Arkadios Wealth Advisors
Georgia
$1.64M +$596K +33,143 +51%
AWS
50
Atria Wealth Solutions
New York
$1.61M +$1.28M +71,143 +282%