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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIA
26
Integral Investment Advisors
California
$4.81M -$103K -5,656 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.55M -$161K -8,864 -3%
Stifel Financial
28
Stifel Financial
Missouri
$4.53M +$243K +13,355 +6%
TA
29
TKG Advisors
Indiana
$4.36M +$145K +7,972 +3%
CCMG
30
Clark Capital Management Group
Pennsylvania
$4.24M +$35.5K +1,949 +0.9%
VIM
31
Vista Investment Management
Pennsylvania
$4.23M +$218K +11,987 +5%
KWM
32
Kingsview Wealth Management
Oregon
$4.06M +$371K +20,351 +10%
SWM
33
Shelton Wealth Management
Texas
$3.31M -$269K -14,795 -8%
WF
34
Welch & Forbes
Massachusetts
$3.24M +$14.5K +794 +0.5%
MMA
35
Miracle Mile Advisors
California
$3.03M -$11.3M -622,531 -79%
1W
36
1776 Wealth
Georgia
$2.95M -$117K -6,418 -4%
BFG
37
Beacon Financial Group
Texas
$2.9M -$146K -7,993 -5%
EWP
38
Elevation Wealth Partners
California
$2.87M +$343K +18,823 +14%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.72M +$39.9K +2,191 +2%
PAG
40
Private Advisor Group
New Jersey
$2.7M +$178K +9,784 +7%
EH
41
Equitable Holdings
New York
$2.46M +$1.94M +106,356 +388%
WS
42
Wedbush Securities
California
$2.45M +$2.04K +112 +0.1%
VW
43
Veridan Wealth
Oregon
$2.31M +$2.22M +121,831 New
FAIM
44
Financial Advocates Investment Management
Washington
$2.16M +$115K +6,319 +6%
SPI
45
Sutton Place Investors
New York
$2.09M +$27.1K +1,489 +1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.08M -$8.74M -479,828 -81%
SWP
47
Summit Wealth Partners
Florida
$2.03M -$19.7K -1,081 -1%
WF
48
Wayfinding Financial
Washington
$2.01M -$728 -40 -0%
WAM
49
Walker Asset Management
Missouri
$1.65M
PTP
50
Platform Technology Partners
New York
$1.65M +$1.64M +89,815 New