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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OMC
51
Old Mission Capital
Illinois
$1.72M +$1.7M +94,196 New
WAM
52
Walker Asset Management
Missouri
$1.64M +$31.9K +1,769 +2%
EWM
53
Empirical Wealth Management
Washington
$1.58M +$33.8K +1,876 +2%
VWA
54
Visionary Wealth Advisors
Illinois
$1.56M -$16.1K -894 -1%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.53M -$68.8K -3,819 -4%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.49M -$128K -7,125 -8%
NA
57
NewEdge Advisors
Louisiana
$1.44M +$101K +5,608 +8%
PGAM
58
Princeton Global Asset Management
New Jersey
$1.43M -$102K -5,639 -7%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$1.42M +$514K +28,520 +58%
SPC
60
Sigma Planning Corp
Michigan
$1.39M +$678K +37,624 +97%
NFG
61
Nations Financial Group
Iowa
$1.34M +$12.6K +700 +1%
SPIA
62
Steward Partners Investment Advisory
New York
$1.3M +$291K +16,137 +29%
UCMOK
63
United Capital Management of KS
Kansas
$1.25M -$71.8K -3,986 -5%
Prudential Financial
64
Prudential Financial
New Jersey
$1.09M +$1.08M +59,718 New
RA
65
RFG Advisory
Alabama
$1.04M -$25.9K -1,435 -2%
Comerica Bank
66
Comerica Bank
Texas
$1.03M -$112K -6,201 -10%
TPWA
67
Twin Peaks Wealth Advisors
California
$1.02M +$122K +6,793 +14%
AWS
68
Atria Wealth Solutions
New York
$1.01M -$143K -7,948 -13%
AWA
69
Arkadios Wealth Advisors
Georgia
$1.01M -$49.7K -2,760 -5%
KWM
70
Keebeck Wealth Management
Illinois
$1.01M +$994K +55,200 New
SWM
71
Spire Wealth Management
Virginia
$988K -$42.5K -2,360 -4%
PS
72
Principal Securities
Iowa
$934K +$914K +50,745 +9,539%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$892K +$260K +14,407 +42%
JIP
74
Jaffetilchin Investment Partners
Florida
$865K -$62.1K -3,446 -7%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$845K +$66.8K +3,707 +9%