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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Park Avenue Securities
New York
$845K +$630K +34,949 +305%
MFG
77
Magnus Financial Group
New York
$842K -$51.7K -2,868 -6%
WWM
78
Western Wealth Management
Colorado
$759K -$13K -722 -2%
SG
79
StoneX Group
New York
$756K +$260K +14,415 +53%
IA
80
IFP Advisors
Florida
$745K +$62.3K +3,459 +9%
KPWS
81
Kestra Private Wealth Services
Texas
$709K +$328K +18,197 +88%
FPCG
82
Forum Private Client Group
Indiana
$696K +$20.3K +1,125 +3%
BRWA
83
B. Riley Wealth Advisors
Florida
$688K +$43.7K +2,425 +6%
SWP
84
Stratos Wealth Partners
Ohio
$682K +$34.1K +1,893 +5%
PFS
85
Prospera Financial Services
Texas
$658K +$3.3K +183 +0.5%
IC
86
Inscription Capital
Texas
$600K +$593K +32,925 New
SIA
87
Soltis Investment Advisors
Utah
$593K +$617K +34,256 New
LNC
88
Lincoln National Corp
Pennsylvania
$550K +$7.03K +390 +1%
SW
89
SlateStone Wealth
Florida
$547K
HI
90
Harbour Investments
Wisconsin
$546K -$151K -8,397 -22%
CWA
91
Clarus Wealth Advisors
Arizona
$528K -$13.2K -732 -2%
CIA
92
Concurrent Investment Advisors
Florida
$527K +$214K +11,885 +70%
TNBTD
93
Trustmark National Bank Trust Department
Mississippi
$515K +$35.1K +1,950 +7%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$500K +$221K +12,277 +81%
EH
95
Equitable Holdings
New York
$500K +$144K +8,000 +41%
VCM
96
Virtue Capital Management
Tennessee
$464K +$99.1K +5,501 +27%
PFA
97
Plotkin Financial Advisors
Maryland
$448K +$103K +5,739 +30%
LFASL
98
Lugano Financial Advisors SA (LFA)
Switzerland
$437K
KCFA
99
Key Client Fiduciary Advisors
New Jersey
$399K +$234 +13 +0.1%
US Bancorp
100
US Bancorp
Minnesota
$399K +$395K +21,917 New