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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
51
Key Client Fiduciary Advisors
New Jersey
$564K -$1.12M -60,092 -65%
AFC
52
AFT Forsyth & Company
Florida
$546K -$17.3K -927 -3%
FPCG
53
Forum Private Client Group
Indiana
$541K +$47.6K +2,553 +9%
KA
54
Kovack Advisors
Florida
$536K -$6.39K -343 -1%
CPSAC
55
Chas P. Smith & Associates (CPS)
Florida
$519K +$545K +29,285 New
SG
56
StoneX Group
New York
$504K -$75.8K -4,069 -13%
HI
57
Harbour Investments
Wisconsin
$492K +$517K +27,772 New
RA
58
RFG Advisory
Alabama
$479K +$484K +25,971 New
CAG
59
Csenge Advisory Group
Florida
$476K +$25.3K +1,359 +5%
AAS
60
Ameritas Advisory Services
Nebraska
$459K -$25.4K -1,362 -5%
WA
61
Wambolt & Associates
Colorado
$439K -$726 -39 -0.2%
LFASL
62
Lugano Financial Advisors SA (LFA)
Switzerland
$425K
CA
63
CoreCap Advisors
Michigan
$394K -$149K -7,984 -26%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$378K -$16K -857 -4%
GM
65
GeoWealth Management
Illinois
$367K +$34.3K +1,843 +10%
WPC
66
Wedmont Private Capital
Pennsylvania
$333K
MSCM
67
McElhenny Sheffield Capital Management
Texas
$314K
JCM
68
Jacobi Capital Management
Pennsylvania
$304K -$522 -28 -0.2%
EH
69
Equitable Holdings
New York
$297K +$22.4K +1,200 +8%
PAG
70
Private Advisor Group
New Jersey
$277K -$269K -14,437 -48%
PWM
71
PRW Wealth Management
Massachusetts
$268K +$290K +15,560 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$254K -$114K -6,119 -30%
SMC
73
Smith, Moore & Co
Missouri
$250K +$7.45K +400 +3%
CFGS
74
Concourse Financial Group Securities
Alabama
$248K -$333K -17,884 -56%
ASN
75
Advisory Services Network
Georgia
$244K -$93.3K -5,009 -27%