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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$189K +10,355 +13%
KWM
52
Keebeck Wealth Management
Illinois
$1.52M +$499K +27,400 +50%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.52M -$23.9K -1,313 -2%
EWM
54
Empirical Wealth Management
Washington
$1.51M -$88.5K -4,860 -6%
NA
55
NewEdge Advisors
Louisiana
$1.46M +$11.6K +637 +0.8%
JWCA
56
J.W. Cole Advisors
Florida
$1.46M +$1.44M +79,250 New
PGAM
57
Princeton Global Asset Management
New Jersey
$1.43M -$10.5K -575 -0.7%
SPC
58
Sigma Planning Corp
Michigan
$1.38M -$24.1K -1,324 -2%
Prudential Financial
59
Prudential Financial
New Jersey
$1.37M +$269K +14,779 +25%
NFG
60
Nations Financial Group
Iowa
$1.37M +$15.9K +875 +1%
First Trust Advisors
61
First Trust Advisors
Illinois
$1.33M -$1.42M -78,111 -52%
LWM
62
Lakeridge Wealth Management
Ohio
$1.32M +$1.31M +72,049 New
PS
63
Principal Securities
Iowa
$1.32M +$372K +20,431 +40%
SPIA
64
Steward Partners Investment Advisory
New York
$1.32M +$4.53K +249 +0.3%
UCMOK
65
United Capital Management of KS
Kansas
$1.16M -$96.7K -5,312 -8%
WA
66
Win Advisors
Florida
$1.15M +$1.14M +62,791 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$1.15M +$248K +13,619 +28%
TPWA
68
Twin Peaks Wealth Advisors
California
$1.12M +$87.3K +4,792 +9%
Comerica Bank
69
Comerica Bank
Texas
$1.03M -$7.99K -439 -0.8%
GIA
70
Gladstone Institutional Advisory
Florida
$980K +$971K +53,337 New
RA
71
RFG Advisory
Alabama
$974K -$73K -4,010 -7%
KPWS
72
Kestra Private Wealth Services
Texas
$973K +$255K +14,020 +36%
PAS
73
Park Avenue Securities
New York
$955K +$102K +5,575 +12%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$945K -$555K -30,504 -37%
AWA
75
Arkadios Wealth Advisors
Georgia
$943K -$70.7K -3,885 -7%