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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Flagstar Advisors
New York
$6.42M +$728K +38,629 +13%
Stifel Financial
27
Stifel Financial
Missouri
$6.24M +$297K +15,738 +5%
CCMG
28
Clark Capital Management Group
Pennsylvania
$6.21M +$36.3K +1,927 +0.6%
FTS
29
Fifth Third Securities
Ohio
$6.19M +$6.55M +347,692 New
SAM
30
Synergy Asset Management
Washington
$4.95M +$4.98M +264,352 New
KWM
31
Kingsview Wealth Management
Oregon
$4.77M +$553K +29,319 +13%
VIM
32
Vista Investment Management
Pennsylvania
$4.73M +$208K +11,010 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.59M +$3.24M +171,784 +233%
EWP
34
Elevation Wealth Partners
California
$3.57M +$463K +24,591 +15%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$3.52M +$801K +42,511 +29%
MIM
36
Marshall Investment Management
Colorado
$3.47M +$3.43M +181,980 New
WF
37
Welch & Forbes
Massachusetts
$3.28M -$9.03K -479 -0.3%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$2.99M +$405K +21,491 +16%
SWM
39
Shelton Wealth Management
Texas
$2.94M -$240K -12,723 -7%
PAG
40
Private Advisor Group
New Jersey
$2.9M +$4.54K +241 +0.2%
WF
41
Wayfinding Financial
Washington
$2.88M +$554K +29,416 +24%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.84M -$7.41M -393,036 -72%
1W
43
1776 Wealth
Georgia
$2.84M -$24.5K -1,302 -0.8%
WS
44
Wedbush Securities
California
$2.72M +$254K +13,478 +10%
MMA
45
Miracle Mile Advisors
California
$2.64M -$261K -13,837 -9%
PS
46
Principal Securities
Iowa
$2.57M +$271K +14,371 +12%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.54M +$23.1K +1,226 +0.9%
BFG
48
Beacon Financial Group
Texas
$2.5M -$341K -18,111 -12%
P
49
&Partners
Tennessee
$2.5M +$117K +6,206 +5%
WCM
50
Winebrenner Capital Management
Kentucky
$2.29M +$2.3M +122,242 New