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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$1.19M +$1.21M +62,537 New
PGAM
77
Princeton Global Asset Management
New Jersey
$1.13M -$72.1K -3,723 -6%
TNBTD
78
Trustmark National Bank Trust Department
Mississippi
$1.12M -$25.2K -1,300 -2%
HI
79
Harbour Investments
Wisconsin
$1.05M +$648K +33,423 +153%
RDFA
80
Ritter Daniher Financial Advisory
Ohio
$1.04M +$48K +2,479 +5%
EWM
81
Empirical Wealth Management
Washington
$1.03M -$103K -5,309 -9%
KPWS
82
Kestra Private Wealth Services
Texas
$1.03M +$14K +722 +1%
SA
83
Sovran Advisors
California
$1.03M +$325K +16,781 +45%
RA
84
RFG Advisory
Alabama
$1.02M +$419K +21,620 +67%
UCMOK
85
United Capital Management of KS
Kansas
$1.01M +$21.3K +1,097 +2%
P
86
&Partners
Tennessee
$987K +$445K +22,987 +79%
QWM
87
QP Wealth Management
New Jersey
$984K -$259K -13,372 -21%
WWM
88
Western Wealth Management
Colorado
$980K +$4.96K +256 +0.5%
BFA
89
Beacon Financial Advisory
Ohio
$970K -$705K -36,407 -42%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$963K +$303K +15,658 +45%
SWM
91
Shelton Wealth Management
Texas
$953K -$123K -6,329 -11%
MMA
92
Miracle Mile Advisors
California
$934K -$784K -40,454 -45%
MFG
93
Magnus Financial Group
New York
$918K -$50.2K -2,592 -5%
PFA
94
Plotkin Financial Advisors
Maryland
$916K +$70.4K +3,635 +8%
KAS
95
Kestra Advisory Services
Texas
$860K -$338K -17,448 -28%
TPWA
96
Twin Peaks Wealth Advisors
California
$840K -$6.68K -345 -0.8%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$831K +$34.6K +1,787 +4%
BEI
98
Benjamin Edwards Inc
Missouri
$826K +$842K +43,470 New
AssetMark Inc
99
AssetMark Inc
California
$822K +$105K +5,397 +14%
PFG
100
Pinnacle Financial Group
Illinois
$797K +$141K +7,256 +21%