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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$6.16M +$4.03M +217,079 +202%
KWM
27
Kingsview Wealth Management
Oregon
$5.71M +$474K +25,519 +9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.49M -$448K -24,088 -8%
CCMG
29
Clark Capital Management Group
Pennsylvania
$5.08M -$3.43M -184,545 -41%
VIM
30
Vista Investment Management
Pennsylvania
$5.05M +$171K +9,203 +4%
PFS
31
Prospera Financial Services
Texas
$5.02M +$3.96M +213,327 +419%
First Trust Advisors
32
First Trust Advisors
Illinois
$4.98M +$356K +19,155 +8%
SAM
33
Synergy Asset Management
Washington
$3.84M +$3.76M +202,340 New
FA
34
Flagstar Advisors
New York
$3.8M -$2.93M -157,463 -44%
EWP
35
Elevation Wealth Partners
California
$3.65M +$136K +7,313 +4%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$3.58M +$434K +23,337 +14%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$3.47M +$11.7K +628 +0.3%
VWA
38
Visionary Wealth Advisors
Illinois
$3.34M +$1.9M +102,315 +139%
PAG
39
Private Advisor Group
New Jersey
$3.28M +$210K +11,305 +7%
RA
40
RFG Advisory
Alabama
$3.02M +$179K +9,628 +6%
WF
41
Wayfinding Financial
Washington
$3.01M -$889K -47,857 -23%
JWCA
42
J.W. Cole Advisors
Florida
$2.88M +$1.97M +105,876 +232%
WS
43
Wedbush Securities
California
$2.83M -$2.23K -120 -0.1%
VFG
44
Victory Financial Group
Texas
$2.8M +$8.83K +475 +0.3%
WF
45
Welch & Forbes
Massachusetts
$2.79M
HighTower Advisors
46
HighTower Advisors
Illinois
$2.63M +$53K +2,849 +2%
1W
47
1776 Wealth
Georgia
$2.51M -$364K -19,570 -13%
PS
48
Principal Securities
Iowa
$2.42M -$183K -9,828 -7%
MMA
49
Miracle Mile Advisors
California
$2.39M -$48K -2,585 -2%
ML
50
McAdam LLC
Pennsylvania
$2.38M +$524K +28,171 +29%