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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$2.28M -$492K -26,082 -18%
VW
52
Veridan Wealth
Oregon
$2.23M +$2.25M +119,204 New
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$2.2M +$371K +19,696 +20%
SPI
54
Sutton Place Investors
New York
$2.17M +$18.5K +983 +0.9%
KWM
55
Keebeck Wealth Management
Illinois
$2.05M
FAIM
56
Financial Advocates Investment Management
Washington
$2.05M +$140K +7,418 +7%
JWCA
57
J.W. Cole Advisors
Florida
$2.05M +$108K +5,730 +6%
IA
58
Integrity Alliance
Iowa
$1.99M +$2M +106,269 New
RA
59
RFG Advisory
Alabama
$1.78M +$885K +46,966 +97%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$1.75M +$1.21M +64,184 +217%
AAS
61
Asset Allocation Strategies
Michigan
$1.73M +$1.83M +97,219 New
WWM
62
Western Wealth Management
Colorado
$1.67M +$76.1K +4,040 +5%
PAS
63
Park Avenue Securities
New York
$1.62M +$391K +20,723 +32%
WAM
64
Walker Asset Management
Missouri
$1.56M +$18.8K +1,000 +1%
SPIA
65
Steward Partners Investment Advisory
New York
$1.51M +$114K +6,074 +8%
EWM
66
Empirical Wealth Management
Washington
$1.51M +$1.47K +78 +0.1%
PGAM
67
Princeton Global Asset Management
New Jersey
$1.46M -$810 -43 -0.1%
SPC
68
Sigma Planning Corp
Michigan
$1.44M +$44.2K +2,343 +3%
Comerica Bank
69
Comerica Bank
Texas
$1.42M +$37.5K +1,987 +3%
LWM
70
Lakeridge Wealth Management
Ohio
$1.4M +$62.3K +3,303 +5%
FIM
71
FWL Investment Management
Texas
$1.4M +$62K +3,288 +5%
JIP
72
Jaffetilchin Investment Partners
Florida
$1.39M +$556K +29,489 +66%
NFG
73
Nations Financial Group
Iowa
$1.38M +$47.8K +2,535 +4%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$1.32M +$462K +24,488 +53%
ML
75
McAdam LLC
Pennsylvania
$1.3M +$988K +52,413 +303%