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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TBF
51
True Blue Financial
Michigan
$2.41M +$408K +21,216 +20%
1W
52
1776 Wealth
Georgia
$2.4M -$7.1K -369 -0.3%
WF
53
Welch & Forbes
Massachusetts
$2.39M -$326K -16,956 -12%
WCM
54
Winebrenner Capital Management
Kentucky
$2.3M +$47K +2,443 +2%
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$2.28M -$40.1K -2,084 -2%
VW
56
Veridan Wealth
Oregon
$2.27M -$195K -10,116 -8%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$2.17M +$425K +22,119 +25%
NFG
58
Nations Financial Group
Iowa
$2.15M -$6.21K -323 -0.3%
KWM
59
Keebeck Wealth Management
Illinois
$2.12M -$148K -7,680 -7%
SFG
60
SNS Financial Group
Minnesota
$2.05M +$2.05M +106,353 New
SWM
61
StoneCrest Wealth Management
Arizona
$2M -$39.4K -2,050 -2%
BFG
62
Beacon Financial Group
Texas
$1.99M -$79.4K -4,129 -4%
RBFC
63
Roman Butler Fullerton & Co
Missouri
$1.95M +$742K +38,600 +61%
ATPW
64
Ashton Thomas Private Wealth
Arizona
$1.73M -$24.5K -1,276 -1%
IPAM
65
Investment Partners Asset Management
New Jersey
$1.6M +$151K +7,874 +11%
SPC
66
Sigma Planning Corp
Michigan
$1.58M +$278K +14,438 +21%
Wells Fargo
67
Wells Fargo
California
$1.52M +$1.46M +75,953 +2,581%
WAM
68
Walker Asset Management
Missouri
$1.46M -$16.3K -850 -1%
FIM
69
FWL Investment Management
Texas
$1.37M -$47.5K -2,471 -3%
SPI
70
Sutton Place Investors
New York
$1.35M +$15.6K +811 +1%
LWM
71
Lakeridge Wealth Management
Ohio
$1.33M -$80.8K -4,202 -6%
SPIA
72
Steward Partners Investment Advisory
New York
$1.32M -$226K -11,745 -15%
WS
73
Wedbush Securities
California
$1.3M -$26.5K -1,376 -2%
MWA
74
Merkkuri Wealth Advisors
New York
$1.29M -$189K -9,804 -13%
PTP
75
Platform Technology Partners
New York
$1.27M -$8.96K -466 -0.7%