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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
101
Alpha Financial Advisors
North Carolina
$256K +$252K +14,357 New
IFS
102
Ifrah Financial Services
Arkansas
$254K +$250K +14,260 New
FHC
103
First Heartland Consultants
Missouri
$252K +$263 +15 +0.1%
SMC
104
Smith, Moore & Co
Missouri
$251K
GIP
105
Greatmark Investment Partners
Georgia
$229K
MFGM
106
Marshall Financial Group (Maryland)
Maryland
$226K -$70.5K -4,020 -24%
CWM
107
Castle Wealth Management
Florida
$218K +$215K +12,243 New
SWP
108
Summit Wealth Partners
Florida
$197K +$194K +11,056 New
KAS
109
Kestra Advisory Services
Texas
$196K -$40.6K -2,316 -17%
CW
110
CreativeOne Wealth
Kansas
$189K +$186K +10,620 New
BFS
111
Bickling Financial Services
Massachusetts
$183K +$180K +10,272 New
USCWA
112
U.S. Capital Wealth Advisors
Texas
$171K +$168K +9,600 New
AWM
113
Accel Wealth Management
Iowa
$147K -$28.5K -1,623 -16%
GWM
114
Geneos Wealth Management
Colorado
$146K +$104K +5,911 +260%
PTC
115
Private Trust Company
Ohio
$144K +$142K +8,070 New
Wells Fargo
116
Wells Fargo
California
$142K +$106K +6,036 +315%
CA
117
CoreCap Advisors
Michigan
$129K +$127K +7,248 New
CIAS
118
Capital Investment Advisory Services
North Carolina
$120K -$21.9K -1,251 -16%
CFGS
119
Concourse Financial Group Securities
Alabama
$87.9K +$45.7K +2,603 +112%
GRP
120
Global Retirement Partners
California
$82.8K +$66.6K +3,797 +444%
RCM
121
Raleigh Capital Management
North Carolina
$51.1K -$1.67K -95 -3%
FHA
122
First Horizon Advisors
Tennessee
$48.4K
AA
123
AlphaMark Advisors
Kentucky
$45K
MCC
124
Money Concepts Capital
Florida
$40.2K +$35.7K +2,037 +930%
AF
125
Advisornet Financial
Minnesota
$35.6K +$35.1K +2,000 New