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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$1.56M -$668K -39,137 -31%
VWA
52
Visionary Wealth Advisors
Illinois
$1.54M +$1.48M +86,607 New
EWM
53
Empirical Wealth Management
Washington
$1.52M -$17.6K -1,030 -1%
PGAM
54
Princeton Global Asset Management
New Jersey
$1.5M -$98.1K -5,748 -6%
NA
55
NewEdge Advisors
Louisiana
$1.31M +$220K +12,901 +21%
NFG
56
Nations Financial Group
Iowa
$1.3M -$35.3K -2,070 -3%
UCMOK
57
United Capital Management of KS
Kansas
$1.29M -$327K -19,175 -21%
AWS
58
Atria Wealth Solutions
New York
$1.13M -$268K -15,717 -20%
Comerica Bank
59
Comerica Bank
Texas
$1.12M +$212K +12,441 +25%
RA
60
RFG Advisory
Alabama
$1.04M +$38K +2,226 +4%
AWA
61
Arkadios Wealth Advisors
Georgia
$1.03M -$474K -27,737 -32%
GIA
62
Gladstone Institutional Advisory
Florida
$1.02M -$276K -16,143 -22%
SWM
63
Spire Wealth Management
Virginia
$1.01M -$37.4K -2,188 -4%
SPIA
64
Steward Partners Investment Advisory
New York
$985K +$224K +13,136 +31%
JIP
65
Jaffetilchin Investment Partners
Florida
$908K +$401K +23,477 +86%
WAP
66
Wealthcare Advisory Partners
Pennsylvania
$883K +$153K +8,971 +22%
TPWA
67
Twin Peaks Wealth Advisors
California
$880K +$843K +49,374 New
MFG
68
Magnus Financial Group
New York
$875K -$5.64M -330,132 -87%
MW
69
Maia Wealth
Colorado
$801K +$767K +44,938 New
SWP
70
Summit Wealth Partners
Florida
$773K +$211K +12,387 +40%
GRP
71
Global Retirement Partners
California
$768K -$1.11M -64,801 -60%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$761K -$5.14K -301 -0.7%
WWM
73
Western Wealth Management
Colorado
$755K +$113K +6,631 +19%
KA
74
Kovack Advisors
Florida
$744K -$256 -15 -0%
SPC
75
Sigma Planning Corp
Michigan
$692K -$655K -38,373 -50%