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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
$6.7M +$462K +24,630 +7%
FA
27
Flagstar Advisors
New York
$6.69M +$267K +14,268 +4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.86M -$2.85M -152,178 -33%
IA
29
Integrity Alliance
Iowa
$5.27M +$3.3M +175,802 +165%
KWM
30
Kingsview Wealth Management
Oregon
$5.14M +$373K +19,891 +8%
VIM
31
Vista Investment Management
Pennsylvania
$4.8M +$72.6K +3,873 +2%
First Trust Advisors
32
First Trust Advisors
Illinois
$4.54M -$50K -2,666 -1%
WF
33
Wayfinding Financial
Washington
$3.84M +$959K +51,187 +33%
Renaissance Technologies
34
Renaissance Technologies
New York
$3.65M +$808K +43,098 +28%
EWP
35
Elevation Wealth Partners
California
$3.46M -$117K -6,267 -3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.41M -$114K -6,095 -3%
SWM
37
Shelton Wealth Management
Texas
$3.1M +$159K +8,503 +5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$3.08M +$96.5K +5,148 +3%
PAG
39
Private Advisor Group
New Jersey
$3.02M +$118K +6,305 +4%
MIM
40
Marshall Investment Management
Colorado
$2.95M -$458K -24,457 -13%
1W
41
1776 Wealth
Georgia
$2.84M -$412 -22 -0%
RA
42
RFG Advisory
Alabama
$2.79M +$1.01M +53,806 +56%
WS
43
Wedbush Securities
California
$2.79M +$65K +3,468 +2%
VFG
44
Victory Financial Group
Texas
$2.75M +$1.92M +102,169 +227%
WF
45
Welch & Forbes
Massachusetts
$2.74M -$533K -28,443 -16%
PS
46
Principal Securities
Iowa
$2.57M
HighTower Advisors
47
HighTower Advisors
Illinois
$2.53M -$9.34K -498 -0.4%
SIM
48
Synergy Investment Management
Florida
$2.49M +$2.5M +133,281 New
BFG
49
Beacon Financial Group
Texas
$2.44M -$60K -3,200 -2%
MMA
50
Miracle Mile Advisors
California
$2.4M -$244K -13,026 -9%