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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$506K -$13.4K -719 -3%
MSFS
102
Main Street Financial Solutions
Pennsylvania
$494K +$106K +5,693 +28%
SOS
103
Silver Oak Securities
Tennessee
$489K +$194K +10,413 +68%
AIFAIM
104
American Institute for Advanced Investment Management
Arizona
$483K +$239K +12,800 +102%
LFASL
105
Lugano Financial Advisors SA (LFA)
Switzerland
$458K
MA
106
Mutual Advisors
Nebraska
$446K +$61.7K +3,305 +16%
IA
107
IFP Advisors
Florida
$435K -$346K -18,542 -45%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$432K +$224K +11,997 +113%
AWM
109
Accel Wealth Management
Iowa
$399K +$166K +8,872 +74%
PFA
110
Plotkin Financial Advisors
Maryland
$398K -$109K -5,825 -22%
AAS
111
Avantax Advisory Services
Texas
$355K -$23.2K -1,241 -6%
AWAG
112
ARS Wealth Advisors Group
Florida
$346K -$784 -42 -0.2%
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$342K +$336 +18 +0.1%
MSCM
114
McElhenny Sheffield Capital Management
Texas
$337K
ML
115
McAdam LLC
Pennsylvania
$330K +$323K +17,319 New
AI
116
Atria Investments
North Carolina
$321K -$2.15K -115 -0.7%
WWMSC
117
Wagner Wealth Management (South Carolina)
South Carolina
$317K -$504 -27 -0.2%
MML Investors Services
118
MML Investors Services
Massachusetts
$312K +$54.6K +2,925 +22%
CIA
119
Concurrent Investment Advisors
Florida
$297K -$301K -16,103 -51%
HI
120
Harbour Investments
Wisconsin
$293K -$126K -6,733 -30%
NS
121
NBC Securities
Alabama
$289K +$95K +5,087 +50%
HGA
122
Hobbs Group Advisors
South Carolina
$289K +$283K +15,141 New
SMC
123
Smith, Moore & Co
Missouri
$285K +$69.1K +3,700 +33%
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$273K -$22.9K -1,225 -8%
FT
125
Fiduciary Trust
Massachusetts
$263K +$257K +13,767 New