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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
76
Ashton Thomas Private Wealth
Arizona
$912K +$59.5K +3,270 +7%
SWP
77
Stratos Wealth Partners
Ohio
$911K +$221K +12,129 +32%
MW
78
Maia Wealth
Colorado
$896K +$879K +48,270 New
MFG
79
Magnus Financial Group
New York
$859K +$9.96K +547 +1%
BRWA
80
B. Riley Wealth Advisors
Florida
$844K +$94.5K +5,191 +13%
IGWM
81
ICA Group Wealth Management
Colorado
$841K -$953K -52,319 -53%
WWM
82
Western Wealth Management
Colorado
$823K +$57.3K +3,144 +8%
JIP
83
Jaffetilchin Investment Partners
Florida
$816K -$55.1K -3,028 -6%
IA
84
IFP Advisors
Florida
$760K +$8.27K +454 +1%
PFS
85
Prospera Financial Services
Texas
$758K +$93.9K +5,157 +14%
SG
86
StoneX Group
New York
$757K -$5.15K -283 -0.7%
FPCG
87
Forum Private Client Group
Indiana
$695K -$7.01K -385 -1%
Mariner
88
Mariner
Kansas
$634K +$629K +34,534 New
IC
89
Inscription Capital
Texas
$609K +$3.77K +207 +0.6%
CIA
90
Concurrent Investment Advisors
Florida
$582K +$49.8K +2,735 +9%
KA
91
Kovack Advisors
Florida
$575K +$570K +31,306 New
CWA
92
Clarus Wealth Advisors
Arizona
$556K +$17.7K +971 +3%
SW
93
SlateStone Wealth
Florida
$551K
TNBTD
94
Trustmark National Bank Trust Department
Mississippi
$519K
SA
95
Sanctuary Advisors
Indiana
$514K +$521K +28,610 New
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$511K +$7.14K +392 +1%
SWM
97
Spire Wealth Management
Virginia
$501K -$491K -26,980 -50%
PFA
98
Plotkin Financial Advisors
Maryland
$490K +$38.2K +2,100 +9%
VCM
99
Virtue Capital Management
Tennessee
$451K -$22.1K -1,214 -5%
BFA
100
Beacon Financial Advisory
Ohio
$447K +$443K +24,349 New