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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$336K -$45K -2,638 -12%
PFA
102
Plotkin Financial Advisors
Maryland
$336K +$322K +18,834 New
IFG
103
Independent Financial Group
California
$332K
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$330K +$88.6K +5,192 +39%
HF
105
HRT Financial
New York
$317K +$304K +17,790 New
WWMSC
106
Wagner Wealth Management (South Carolina)
South Carolina
$316K +$15.3K +898 +5%
MSCM
107
McElhenny Sheffield Capital Management
Texas
$315K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$314K -$6.78K -397 -2%
KWA
109
Kingswood Wealth Advisors
California
$314K +$300K +17,600 New
Citadel Advisors
110
Citadel Advisors
Florida
$314K +$300K +17,584 New
CIA
111
Concurrent Investment Advisors
Florida
$304K +$291K +17,058 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$299K -$30.7K -1,796 -10%
DF
113
Dunhill Financial
United Kingdom
$293K -$419K -24,539 -60%
IAIM
114
International Assets Investment Management
Florida
$293K +$280K +16,419 New
SMC
115
Smith, Moore & Co
Missouri
$276K
Envestnet Portfolio Solutions
116
Envestnet Portfolio Solutions
Illinois
$270K +$59K +3,456 +30%
MA
117
Mutual Advisors
Nebraska
$260K
SCA
118
Snowden Capital Advisors
New York
$253K +$1.47K +86 +0.6%
AWAG
119
ARS Wealth Advisors Group
Florida
$253K +$242K +14,182 New
AIFAIM
120
American Institute for Advanced Investment Management
Arizona
$248K -$83.1K -4,867 -26%
GIP
121
Greatmark Investment Partners
Georgia
$239K +$8.96K +525 +4%
MFGM
122
Marshall Financial Group (Maryland)
Maryland
$224K -$3.63M -212,606 -94%
TSS
123
Two Sigma Securities
New York
$218K +$209K +12,225 New
PAS
124
Park Avenue Securities
New York
$204K +$195K +11,448 New
CWM
125
Castle Wealth Management
Florida
$198K -$26.2K -1,533 -12%