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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECA
26
Elevated Capital Advisors
Utah
$6.93M -$305K -15,929 -4%
Stifel Financial
27
Stifel Financial
Missouri
$6.91M -$259K -13,530 -4%
OPAM
28
Ocean Park Asset Management
California
$6.88M +$6.81M +355,500 New
GWM
29
Geneos Wealth Management
Colorado
$6.58M +$301K +15,718 +5%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$6.35M +$750K +39,168 +14%
KWM
31
Kingsview Wealth Management
Oregon
$6.26M +$443K +23,133 +8%
PFS
32
Prospera Financial Services
Texas
$5.43M +$315K +16,447 +6%
VIM
33
Vista Investment Management
Pennsylvania
$5.18M +$38.9K +2,033 +0.8%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$4.62M +$972K +50,767 +27%
HighTower Advisors
35
HighTower Advisors
Illinois
$4.51M +$1.81M +94,670 +68%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.83M +$290K +15,166 +8%
SIM
37
Synergy Investment Management
Florida
$3.78M +$3.75M +195,683 New
PAG
38
Private Advisor Group
New Jersey
$3.68M +$339K +17,705 +10%
JWCA
39
J.W. Cole Advisors
Florida
$3.37M +$431K +22,512 +15%
First Trust Advisors
40
First Trust Advisors
Illinois
$3.35M -$1.7M -88,628 -34%
VFG
41
Victory Financial Group
Texas
$3.2M +$338K +17,659 +12%
EWP
42
Elevation Wealth Partners
California
$3.17M -$538K -28,080 -15%
ML
43
McAdam LLC
Pennsylvania
$3.14M +$717K +37,451 +30%
WF
44
Wayfinding Financial
Washington
$3.06M +$16.5K +860 +0.5%
WF
45
Welch & Forbes
Massachusetts
$2.82M -$16.3K -852 -0.6%
MIM
46
Marshall Investment Management
Colorado
$2.71M +$2.44M +127,381 +1,013%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$2.69M +$715K +37,331 +37%
CCMG
48
Clark Capital Management Group
Pennsylvania
$2.66M -$2.49M -129,767 -49%
VBA
49
von Borstel & Associates
Oregon
$2.65M +$2.62M +136,570 New
WS
50
Wedbush Securities
California
$2.5M -$375K -19,554 -13%