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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LC
26
Legacy CG
Texas
$7.9M +$8.05M +415,652 New
JP Morgan Chase
27
JP Morgan Chase
New York
$7.85M -$437K -22,575 -5%
KFI
28
Key Financial Inc
Pennsylvania
$7.52M -$64.4K -3,326 -0.8%
KWM
29
Kingsview Wealth Management
Oregon
$7.09M +$342K +17,675 +5%
Stifel Financial
30
Stifel Financial
Missouri
$7M +$637K +32,881 +10%
ECA
31
Elevated Capital Advisors
Utah
$6.98M +$263K +13,577 +4%
WIA
32
Westview Investment Advisors
Vermont
$6.75M -$596K -30,741 -8%
PFS
33
Prospera Financial Services
Texas
$6.69M +$1.46M +75,451 +27%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$6.64M -$633K -32,693 -9%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$6.29M +$1.69M +87,141 +36%
HF
36
HRT Financial
New York
$6.02M +$6.14M +317,065 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$5.82M +$1.37M +70,647 +30%
VIM
38
Vista Investment Management
Pennsylvania
$5.31M +$95.2K +4,916 +2%
ML
39
McAdam LLC
Pennsylvania
$4.72M +$566K +29,215 +13%
First Trust Advisors
40
First Trust Advisors
Illinois
$4.06M +$469K +24,222 +13%
SIM
41
Synergy Investment Management
Florida
$3.96M +$200K +10,322 +5%
VFG
42
Victory Financial Group
Texas
$3.53M +$244K +12,587 +7%
PAG
43
Private Advisor Group
New Jersey
$3.37M -$883K -45,563 -20%
FZCM
44
Flynn Zito Capital Management
New York
$3.24M +$1.13M +58,438 +52%
MIM
45
Marshall Investment Management
Colorado
$3.01M +$281K +14,496 +10%
WF
46
Welch & Forbes
Massachusetts
$2.67M -$59.8K -3,089 -2%
PNC
47
Park National Corp
Ohio
$2.58M +$405K +20,895 +18%
VW
48
Veridan Wealth
Oregon
$2.43M +$72.2K +3,726 +3%
1W
49
1776 Wealth
Georgia
$2.37M -$7.19K -371 -0.3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.32M +$294K +15,189 +14%