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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$596K -$261K -15,319 -30%
PFS
77
Prospera Financial Services
Texas
$572K +$31.2K +1,831 +6%
EH
78
Equitable Holdings
New York
$523K -$62.4K -3,656 -11%
SWP
79
Summit Wealth Partners
Florida
$523K +$77.8K +4,561 +17%
FCM
80
Family Capital Management
Michigan
$516K
SW
81
SlateStone Wealth
Florida
$506K
LNC
82
Lincoln National Corp
Pennsylvania
$497K -$18.3K -1,070 -4%
JIP
83
Jaffetilchin Investment Partners
Florida
$463K +$6.36K +373 +1%
AFC
84
AFT Forsyth & Company
Florida
$449K -$26.4K -1,547 -5%
BWM
85
BlackDiamond Wealth Management
New York
$446K +$231K +13,555 +100%
TNBTD
86
Trustmark National Bank Trust Department
Mississippi
$444K -$45.6K -2,672 -9%
SG
87
StoneX Group
New York
$434K -$44.3K -2,594 -9%
EAM
88
Evanson Asset Management
California
$422K +$427K +25,000 New
LFASL
89
Lugano Financial Advisors SA (LFA)
Switzerland
$405K
AAS
90
Ameritas Advisory Services
Nebraska
$398K -$32.2K -1,886 -7%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$388K -$105K -6,167 -21%
KCFA
92
Key Client Fiduciary Advisors
New Jersey
$370K +$171 +10 +0%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$362K -$808K -47,364 -69%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$343K +$319K +18,712 +1,183%
AAS
95
Avantax Advisory Services
Texas
$343K -$46K -2,695 -12%
KPWS
96
Kestra Private Wealth Services
Texas
$329K +$4.15K +243 +1%
WA
97
Wambolt & Associates
Colorado
$318K -$41.4K -2,425 -11%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$317K -$39.1K -2,293 -11%
AIFAIM
99
American Institute for Advanced Investment Management
Arizona
$317K -$504K -29,560 -61%
IFG
100
Independent Financial Group
California
$314K