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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$354K +$79.7K +4,437 +27%
MSCM
102
McElhenny Sheffield Capital Management
Texas
$296K
WWM
103
Western Wealth Management
Colorado
$285K +$306K +17,016 New
SI
104
Saxon Interests
Texas
$275K -$751K -41,761 -72%
JCM
105
Jacobi Capital Management
Pennsylvania
$268K -$6.49K -361 -2%
KWA
106
KCS Wealth Advisory
California
$266K +$285K +15,857 New
BWM
107
BlackDiamond Wealth Management
New York
$254K +$272K +15,148 New
AWE
108
Avidian Wealth Enterprises
Texas
$249K -$5.75M -319,907 -96%
GWM
109
Geneos Wealth Management
Colorado
$245K +$115K +6,425 +79%
WEG
110
World Equity Group
Illinois
$245K +$52.2K +2,906 New
VCM
111
Virtue Capital Management
Tennessee
$241K -$45.7K -2,542 -15%
IFS
112
Ifrah Financial Services
Arkansas
$236K -$2.86K -159 -1%
SMC
113
Smith, Moore & Co
Missouri
$236K
SWP
114
Summit Wealth Partners
Florida
$222K +$39.8K +2,214 +20%
SMF
115
Sterling Manor Financial
New York
$216K +$232K +12,914 New
GIP
116
Greatmark Investment Partners
Georgia
$216K
CWM
117
Castle Wealth Management
Florida
$209K +$4.51K +251 +2%
T
118
TRUADVICE
Florida
$202K +$215K +11,965 New
KAS
119
Kestra Advisory Services
Texas
$194K +$10.8K +600 +5%
WIP
120
WealthCare Investment Partners
Rhode Island
$186K -$173K -9,610 -46%
Wells Fargo
121
Wells Fargo
California
$184K +$54.9K +3,053 +38%
SWM
122
Southern Wealth Management
Texas
$178K -$259K -14,404 -58%
AWM
123
Accel Wealth Management
Iowa
$140K +$1.13K +63 +0.8%
PTC
124
Private Trust Company
Ohio
$135K
CWAF
125
Core Wealth Advisors (Florida)
Florida
$108K +$116K +6,438 New