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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
$4.67M +$86.3K +4,788 +2%
FA
27
Flagstar Advisors
New York
$4.48M +$478K +26,551 +12%
Stifel Financial
28
Stifel Financial
Missouri
$4.25M -$463K -25,715 -10%
TA
29
TKG Advisors
Indiana
$4.18M +$4.13M +229,174 New
CCMG
30
Clark Capital Management Group
Pennsylvania
$4.17M +$4.12M +228,678 New
VIM
31
Vista Investment Management
Pennsylvania
$3.97M +$1.71M +94,770 +77%
KWM
32
Kingsview Wealth Management
Oregon
$3.65M +$300K +16,666 +9%
CA
33
Cetera Advisors
Colorado
$3.59M +$1.91M +106,103 +117%
SWM
34
Shelton Wealth Management
Texas
$3.55M +$425K +23,594 +14%
GSC
35
G&S Capital
Colorado
$3.41M +$3.37M +186,976 New
WF
36
Welch & Forbes
Massachusetts
$3.19M -$28.6K -1,588 -0.9%
1W
37
1776 Wealth
Georgia
$3.04M +$378 +21 +0%
BFG
38
Beacon Financial Group
Texas
$3.02M -$676K -37,538 -18%
First Trust Advisors
39
First Trust Advisors
Illinois
$2.74M -$1.61M -89,254 -37%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.66M -$273K -15,175 -9%
CAN
41
Cetera Advisor Networks
California
$2.64M +$723K +40,111 +38%
EWP
42
Elevation Wealth Partners
California
$2.5M -$336K -18,677 -12%
PAG
43
Private Advisor Group
New Jersey
$2.5M +$299K +16,624 +14%
WS
44
Wedbush Securities
California
$2.43M +$282K +15,643 +13%
GCIM
45
Gunn & Company Investment Management
Florida
$2.29M -$34.3M -1,904,034 -94%
SPI
46
Sutton Place Investors
New York
$2.04M
SWP
47
Summit Wealth Partners
Florida
$2.04M +$1.23M +68,409 +158%
FAIM
48
Financial Advocates Investment Management
Washington
$2.02M +$326K +18,072 +19%
WF
49
Wayfinding Financial
Washington
$1.99M +$1.97M +109,303 New
IGWM
50
ICA Group Wealth Management
Colorado
$1.79M -$151K -8,368 -8%