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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
51
Signature Estate & Investment Advisors
California
$223K -$165K -8,091 -42%
PGAM
52
Princeton Global Asset Management
New Jersey
$124K +$125K +6,119 New
IA
53
IFP Advisors
Florida
$117K +$50.2K +2,465 +73%
JCM
54
Jacobi Capital Management
Pennsylvania
$107K +$1.2K +59 +1%
WWMSC
55
Wagner Wealth Management (South Carolina)
South Carolina
$63K +$63K +3,091 New
TWM
56
Tradition Wealth Management
Minnesota
$59K +$59.6K +2,923 New
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$51K +$51K +2,500 New
GRP
58
Global Retirement Partners
California
$40K +$285 +14 +0.7%
SIS
59
Sound Income Strategies
Florida
$34.6K
William Blair & Company
60
William Blair & Company
Illinois
$32K +$346 +17 +1%
AWA
61
Arkadios Wealth Advisors
Georgia
$31K +$31.7K +1,555 New
SFS
62
Sowell Financial Services
Arkansas
$21K
GWM
63
Geneos Wealth Management
Colorado
$14K +$4.63K +227 +49%
APWA
64
Atlas Private Wealth Advisors
New Jersey
$11K
SWM
65
Spire Wealth Management
Virginia
$10K +$10.2K +500 New
CFGS
66
Concourse Financial Group Securities
Alabama
$5K
SS
67
Simplicity Solutions
Minnesota
-$2.19M -107,421 Closed
IA
68
Insight Advisors
Pennsylvania
-$1.3M -63,995 Closed
Jane Street
69
Jane Street
New York
-$434K -21,288 Closed
SPIA
70
Steward Partners Investment Advisory
New York
-$14K -680 Closed
ADL
71
Asset Dedication LLC
California
-$11K -558 Closed