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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
101
Key Client Fiduciary Advisors
New Jersey
$369K +$184 +11 +0.1%
WA
102
Wambolt & Associates
Colorado
$359K -$9.87K -589 -3%
Koshinski Asset Management
103
Koshinski Asset Management
Illinois
$355K +$353K +21,085 New
SCA
104
Snowden Capital Advisors
New York
$336K -$3.94M -235,007 -92%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$335K -$49.4K -2,947 -13%
KPWS
106
Kestra Private Wealth Services
Texas
$325K -$31.2K -1,859 -9%
JCM
107
Jacobi Capital Management
Pennsylvania
$322K +$53K +3,161 +20%
CAG
108
Csenge Advisory Group
Florida
$314K -$14.6M -873,647 -98%
IFG
109
Independent Financial Group
California
$314K -$79.3K -4,732 -20%
VCM
110
Virtue Capital Management
Tennessee
$304K +$59.9K +3,572 +25%
MSCM
111
McElhenny Sheffield Capital Management
Texas
$298K
KWA
112
Kingswood Wealth Advisors
California
$297K +$295K +17,600 New
OMC
113
Old Mission Capital
Illinois
$283K +$281K +16,774 New
SMC
114
Smith, Moore & Co
Missouri
$278K +$40.2K +2,400 +17%
MA
115
Mutual Advisors
Nebraska
$250K -$125K -7,486 -33%
KWA
116
KCS Wealth Advisory
California
$249K -$17.9K -1,070 -7%
BWM
117
BlackDiamond Wealth Management
New York
$232K -$27K -1,610 -11%
GIP
118
Greatmark Investment Partners
Georgia
$217K
CWM
119
Castle Wealth Management
Florida
$213K +$2.01K +120 +1%
T
120
TRUADVICE
Florida
$194K -$11.2K -670 -6%
Wells Fargo
121
Wells Fargo
California
$187K +$1.56K +93 +0.8%
CW
122
CreativeOne Wealth
Kansas
$170K +$170K +10,112 New
PTC
123
Private Trust Company
Ohio
$162K +$26K +1,550 +19%
CFGS
124
Concourse Financial Group Securities
Alabama
$75.8K -$7.39K -441 -9%
PAG
125
Paladin Advisory Group
Iowa
$70.3K -$1.81M -108,143 -96%