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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$759K +$801K +44,270 New
PFS
52
Prospera Financial Services
Texas
$757K -$1.39M -76,728 -63%
JIP
53
Jaffetilchin Investment Partners
Florida
$728K -$400K -22,094 -34%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$696K +$84.8K +4,687 +13%
SWM
55
Southern Wealth Management
Texas
$690K -$306K -16,902 -30%
EWM
56
Empirical Wealth Management
Washington
$677K -$396K -21,870 -36%
KA
57
Kovack Advisors
Florida
$587K +$71.9K +3,973 +13%
KCFA
58
Key Client Fiduciary Advisors
New Jersey
$552K +$6.48K +358 +1%
FPCG
59
Forum Private Client Group
Indiana
$548K +$26.6K +1,469 +5%
AFC
60
AFT Forsyth & Company
Florida
$510K -$19.4K -1,073 -3%
AAS
61
Avantax Advisory Services
Texas
$504K +$532K +29,410 New
HI
62
Harbour Investments
Wisconsin
$492K
SG
63
StoneX Group
New York
$483K -$5.25K -290 -1%
Citadel Advisors
64
Citadel Advisors
Florida
$475K -$3.2M -176,861 -86%
RA
65
RFG Advisory
Alabama
$457K +$8.89K +491 +2%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$450K +$215K +11,904 +83%
AAS
67
Ameritas Advisory Services
Nebraska
$448K +$3.31K +183 +0.7%
LFASL
68
Lugano Financial Advisors SA (LFA)
Switzerland
$412K
WA
69
Wambolt & Associates
Colorado
$402K -$23.9K -1,319 -5%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$376K +$397K +21,945 New
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$363K -$3.51K -194 -0.9%
TLP
72
Trinity Legacy Partners
Texas
$353K -$1.44M -79,740 -79%
IFG
73
Independent Financial Group
California
$351K +$370K +20,439 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$326K +$344K +19,003 New
MSCM
75
McElhenny Sheffield Capital Management
Texas
$303K