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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$6.06M +$1.33M +71,345 +29%
FA
27
Flagstar Advisors
New York
$5.81M +$794K +42,544 +16%
IIA
28
Integral Investment Advisors
California
$5.39M +$386K +20,672 +8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.09M +$366K +19,578 +8%
VIM
30
Vista Investment Management
Pennsylvania
$4.61M +$222K +11,874 +5%
KWM
31
Kingsview Wealth Management
Oregon
$4.3M +$92.5K +4,952 +2%
SWP
32
Summit Wealth Partners
Florida
$3.41M +$1.27M +68,142 +62%
WF
33
Welch & Forbes
Massachusetts
$3.35M
SWM
34
Shelton Wealth Management
Texas
$3.24M -$191K -10,235 -6%
EWP
35
Elevation Wealth Partners
California
$3.18M +$197K +10,530 +7%
MMA
36
Miracle Mile Advisors
California
$2.96M -$182K -9,773 -6%
PAG
37
Private Advisor Group
New Jersey
$2.95M +$145K +7,777 +5%
1W
38
1776 Wealth
Georgia
$2.92M -$138K -7,371 -5%
BFG
39
Beacon Financial Group
Texas
$2.9M -$110K -5,887 -4%
EH
40
Equitable Holdings
New York
$2.83M +$270K +14,436 +11%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.78M -$40.1K -2,148 -1%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$2.64M +$1.42M +75,793 +121%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.57M +$975K +52,206 +63%
WS
44
Wedbush Securities
California
$2.52M -$25.1K -1,345 -1%
Prudential Financial
45
Prudential Financial
New Jersey
$2.45M +$1.01M +54,075 +73%
P
46
&Partners
Tennessee
$2.42M +$2.37M +127,125 New
WF
47
Wayfinding Financial
Washington
$2.38M +$289K +15,463 +14%
GCIM
48
Gunn & Company Investment Management
Florida
$2.36M -$37.2M -1,994,043 -94%
PS
49
Principal Securities
Iowa
$2.34M +$956K +51,178 +71%
SPI
50
Sutton Place Investors
New York
$2.19M +$26.1K +1,396 +1%