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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$682K +$36.1K +2,151 +6%
DF
77
Dunhill Financial
United Kingdom
$676K +$666K +39,707 New
EH
78
Equitable Holdings
New York
$584K +$168K +10,042 +41%
KA
79
Kovack Advisors
Florida
$584K +$29.1K +1,737 +5%
FPCG
80
Forum Private Client Group
Indiana
$583K +$19.4K +1,159 +3%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$570K -$149K -8,897 -21%
PFS
82
Prospera Financial Services
Texas
$540K -$206K -12,300 -28%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$532K +$529K +31,580 New
FCM
84
Family Capital Management
Michigan
$515K
LNC
85
Lincoln National Corp
Pennsylvania
$514K +$11.8K +703 +2%
CWA
86
Clarus Wealth Advisors
Arizona
$508K -$53.5K -3,190 -10%
SW
87
SlateStone Wealth
Florida
$505K
WWMSC
88
Wagner Wealth Management (South Carolina)
South Carolina
$497K -$11.4K -679 -2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$491K +$488K +29,137 New
TNBTD
90
Trustmark National Bank Trust Department
Mississippi
$488K -$344K -20,500 -41%
SWA
91
Stratos Wealth Advisors
Ohio
$479K +$477K +28,446 New
SG
92
StoneX Group
New York
$477K -$7.26K -433 -2%
AFC
93
AFT Forsyth & Company
Florida
$474K -$7.29K -435 -2%
WWM
94
Western Wealth Management
Colorado
$467K +$179K +10,673 +63%
JIP
95
Jaffetilchin Investment Partners
Florida
$456K +$95.7K +5,710 +27%
SWP
96
Summit Wealth Partners
Florida
$445K +$220K +13,125 +99%
FIC
97
Family Investment Center
Missouri
$445K +$25.4K +1,513 +6%
AAS
98
Ameritas Advisory Services
Nebraska
$436K +$32.7K +1,948 +8%
LFASL
99
Lugano Financial Advisors SA (LFA)
Switzerland
$404K
AAS
100
Avantax Advisory Services
Texas
$387K -$924K -55,111 -71%