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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
76
Family Capital Management
Michigan
$544K +$536K +30,548 New
WWMSC
77
Wagner Wealth Management (South Carolina)
South Carolina
$537K -$296K -16,896 -36%
CAN
78
Cetera Advisor Networks
California
$511K +$305K +17,357 +153%
LNC
79
Lincoln National Corp
Pennsylvania
$502K +$494K +28,185 New
AFC
80
AFT Forsyth & Company
Florida
$492K -$37K -2,108 -7%
AAS
81
Ameritas Advisory Services
Nebraska
$488K +$23K +1,310 +5%
JIP
82
Jaffetilchin Investment Partners
Florida
$487K -$266K -15,149 -36%
KCFA
83
Key Client Fiduciary Advisors
New Jersey
$451K -$121K -6,871 -21%
AWS
84
Atria Wealth Solutions
New York
$449K +$442K +25,185 New
SWM
85
Southern Wealth Management
Texas
$446K -$261K -14,878 -37%
CBB
86
Citizens Business Bank
California
$442K +$436K +24,838 New
AWG
87
Altus Wealth Group
Colorado
$436K +$429K +24,464 New
LFASL
88
Lugano Financial Advisors SA (LFA)
Switzerland
$427K
FIC
89
Family Investment Center
Missouri
$421K +$415K +23,628 New
IFG
90
Independent Financial Group
California
$416K +$51.1K +2,914 +14%
WA
91
Wambolt & Associates
Colorado
$413K -$4.58K -261 -1%
BCM
92
Brookstone Capital Management
Illinois
$390K +$380K +21,653 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$372K -$4.33K -247 -1%
WIP
94
WealthCare Investment Partners
Rhode Island
$369K +$89.3K +5,088 +33%
EH
95
Equitable Holdings
New York
$352K +$46.2K +2,633 +15%
ASN
96
Advisory Services Network
Georgia
$339K +$334K +19,014 New
MSCM
97
McElhenny Sheffield Capital Management
Texas
$315K
VCM
98
Virtue Capital Management
Tennessee
$301K -$1.19K -68 -0.4%
KPWS
99
Kestra Private Wealth Services
Texas
$297K +$293K +16,690 New
JCM
100
Jacobi Capital Management
Pennsylvania
$291K -$23K -1,313 -7%