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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$644K -$2.28K -121 -0.4%
BW
102
BXM Wealth
Colorado
$626K +$631K +33,500 New
SWP
103
Summit Wealth Partners
Florida
$605K -$2.76M -146,453 -82%
US Bancorp
104
US Bancorp
Minnesota
$601K -$245 -13 -0%
VAS
105
Vestmark Advisory Solutions
Massachusetts
$589K +$593K +31,489 New
MW
106
Maia Wealth
Colorado
$580K -$64.1K -3,399 -10%
SOS
107
Silver Oak Securities
Tennessee
$571K +$90.4K +4,798 +19%
SW
108
SlateStone Wealth
Florida
$561K
TNBTD
109
Trustmark National Bank Trust Department
Mississippi
$553K
CWA
110
Clarus Wealth Advisors
Arizona
$549K -$5.77K -306 -1%
FFS
111
Flavin Financial Services
Florida
$543K +$547K +29,029 New
AssetMark Inc
112
AssetMark Inc
California
$523K +$527K +27,977 New
HGA
113
Hobbs Group Advisors
South Carolina
$493K +$211K +11,198 +74%
SWM
114
Spire Wealth Management
Virginia
$485K -$11.3K -599 -2%
AAS
115
Avantax Advisory Services
Texas
$477K +$131K +6,929 +37%
AIFAIM
116
American Institute for Advanced Investment Management
Arizona
$463K -$11.3K -600 -2%
KAS
117
Kestra Advisory Services
Texas
$461K -$50.2K -2,661 -10%
KA
118
Kovack Advisors
Florida
$451K -$60.7K -3,223 -12%
LFASL
119
Lugano Financial Advisors SA (LFA)
Switzerland
$449K
MA
120
Mutual Advisors
Nebraska
$449K +$6.31K +335 +1%
AWS
121
Atria Wealth Solutions
New York
$442K -$79.7K -4,231 -15%
IA
122
IFP Advisors
Florida
$428K +$924 +49 +0.2%
Wells Fargo
123
Wells Fargo
California
$418K +$329K +17,465 +357%
HI
124
Harbour Investments
Wisconsin
$416K +$130K +6,890 +45%
PFA
125
Plotkin Financial Advisors
Maryland
$378K -$12.4K -659 -3%