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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
Integrity Alliance
Iowa
$1.3M -$669K -34,918 -34%
SPC
77
Sigma Planning Corp
Michigan
$1.27M -$2.22K -116 -0.2%
EWM
78
Empirical Wealth Management
Washington
$1.26M -$49.3K -2,573 -4%
PGAM
79
Princeton Global Asset Management
New Jersey
$1.26M -$83.6K -4,367 -6%
JIP
80
Jaffetilchin Investment Partners
Florida
$1.26M +$13.1K +686 +1%
TNBTD
81
Trustmark National Bank Trust Department
Mississippi
$1.16M -$96.2K -5,024 -8%
FA
82
Flagstar Advisors
New York
$1.11M -$2.73M -142,443 -71%
IAN
83
Integrated Advisors Network
Texas
$1.11M +$428K +22,343 +64%
SWM
84
Shelton Wealth Management
Texas
$1.09M -$1.03K -54 -0.1%
PTP
85
Platform Technology Partners
New York
$1.09M -$102K -5,318 -9%
SCA
86
Snowden Capital Advisors
New York
$1.08M -$48.5K -2,533 -4%
SOS
87
Silver Oak Securities
Tennessee
$1.03M +$419K +21,867 +70%
KPWS
88
Kestra Private Wealth Services
Texas
$1.03M +$10.7K +557 +1%
WWM
89
Western Wealth Management
Colorado
$1.01M -$34.9K -1,822 -3%
MFG
90
Magnus Financial Group
New York
$990K -$30K -1,567 -3%
UCMOK
91
United Capital Management of KS
Kansas
$984K +$37.6K +1,965 +4%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$967K +$71.8K +3,750 +8%
SG
93
StoneX Group
New York
$949K -$13.6K -712 -1%
TPWA
94
Twin Peaks Wealth Advisors
California
$943K -$35.3K -1,842 -4%
RDFA
95
Ritter Daniher Financial Advisory
Ohio
$941K +$932K +48,652 New
PAS
96
Park Avenue Securities
New York
$940K -$343K -17,885 -27%
WW
97
Winnow Wealth
Texas
$828K +$793K +41,408 New
Creative Planning
98
Creative Planning
Kansas
$810K +$802K +41,881 New
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$788K +$14.2K +742 +2%
SA
100
Sovran Advisors
California
$787K -$269K -14,057 -26%