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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$4.49M -$4.23K -248 -0.1%
First Trust Advisors
27
First Trust Advisors
Illinois
$4.27M -$176K -10,323 -4%
IIA
28
Integral Investment Advisors
California
$4.04M +$260K +15,228 +7%
FA
29
Flagstar Advisors
New York
$3.91M +$3.75M +219,521 New
BFG
30
Beacon Financial Group
Texas
$3.62M +$24.9K +1,456 +0.7%
KWM
31
Kingsview Wealth Management
Oregon
$3.28M +$3.14M +183,751 New
WF
32
Welch & Forbes
Massachusetts
$3.15M -$71.7K -4,200 -2%
SWM
33
Shelton Wealth Management
Texas
$3.06M -$1.83M -106,994 -38%
1W
34
1776 Wealth
Georgia
$2.98M -$7.8K -457 -0.3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$2.87M -$1.08M -63,006 -28%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$2.72M -$3.86M -226,025 -60%
EWP
37
Elevation Wealth Partners
California
$2.63M +$2.66M +155,895 New
VIM
38
Vista Investment Management
Pennsylvania
$2.2M -$192K -11,263 -8%
AWE
39
Avidian Wealth Enterprises
Texas
$2.16M +$2.06M +120,897 New
PAG
40
Private Advisor Group
New Jersey
$2.15M +$90.1K +5,277 +5%
WS
41
Wedbush Securities
California
$2.1M +$181K +10,602 +10%
SPI
42
Sutton Place Investors
New York
$2M +$25.6K +1,500 +1%
PTP
43
Platform Technology Partners
New York
$1.94M -$389K -22,772 -17%
IGWM
44
ICA Group Wealth Management
Colorado
$1.9M +$32.2K +1,887 +2%
CAN
45
Cetera Advisor Networks
California
$1.86M +$159K +9,300 +10%
FAIM
46
Financial Advocates Investment Management
Washington
$1.66M +$247K +14,444 +18%
PWM
47
Peterson Wealth Management
Nevada
$1.64M -$1.9M -111,314 -55%
CA
48
Cetera Advisors
Colorado
$1.62M +$104K +6,079 +7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$1.59M -$1.91M -111,877 -56%
WAM
50
Walker Asset Management
Missouri
$1.57M -$4.27K -250 -0.3%