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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$430K +$60.7K +2,925 +16%
SB
52
Strategic Blueprint
Georgia
$426K -$26.9K -1,297 -6%
SA
53
Strategic Advisors
New York
$418K +$420K +20,250 New
SG
54
StoneX Group
New York
$414K +$9.73K +469 +2%
WA
55
Wambolt & Associates
Colorado
$390K +$117K +5,651 +43%
ASN
56
Advisory Services Network
Georgia
$388K +$125K +6,039 +47%
PFS
57
Prospera Financial Services
Texas
$382K +$24.7K +1,190 +7%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$348K -$975 -47 -0.3%
EH
59
Equitable Holdings
New York
$337K +$14.7K +708 +5%
JCM
60
Jacobi Capital Management
Pennsylvania
$259K +$150K +7,212 +135%
AWM
61
Accel Wealth Management
Iowa
$250K +$1.47K +71 +0.6%
GM
62
GeoWealth Management
Illinois
$245K +$246K +11,877 New
PAG
63
Private Advisor Group
New Jersey
$237K +$238K +11,486 New
CIAS
64
Capital Investment Advisory Services
North Carolina
$216K -$12.3K -592 -5%
MOS
65
MGO One Seven
Ohio
$216K +$5.14K +248 +2%
VWA
66
V Wealth Advisors
Kansas
$207K +$207K +10,000 New
HF
67
HRT Financial
New York
$204K +$205K +9,879 New
IA
68
IFP Advisors
Florida
$172K +$17.1K +823 +11%
WWMSC
69
Wagner Wealth Management (South Carolina)
South Carolina
$88K +$24.1K +1,164 +38%
FHA
70
First Horizon Advisors
Tennessee
$74K +$75.1K +3,620 New
SIS
71
Sound Income Strategies
Florida
$71K +$35.4K +1,709 +100%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$51K +$50.8K +2,450 New
GRP
73
Global Retirement Partners
California
$41K +$187 +9 +0.5%
William Blair & Company
74
William Blair & Company
Illinois
$33K +$353 +17 +1%
AWA
75
Arkadios Wealth Advisors
Georgia
$32K