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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
101
Forum Private Client Group
Indiana
$679K +$2.27K +121 +0.3%
MML Investors Services
102
MML Investors Services
Massachusetts
$672K -$146K -7,795 -18%
VAS
103
Vestmark Advisory Solutions
Massachusetts
$670K +$81.3K +4,336 +14%
FTS
104
Fifth Third Securities
Ohio
$667K -$5.85M -312,033 -90%
WW
105
Winnow Wealth
Texas
$652K +$654K +34,892 New
BW
106
BXM Wealth
Colorado
$626K
VCM
107
Virtue Capital Management
Tennessee
$626K +$628K +33,476 New
IC
108
Inscription Capital
Texas
$600K +$617K +32,925 New
AssetMark Inc
109
AssetMark Inc
California
$588K +$65.5K +3,492 +12%
SOS
110
Silver Oak Securities
Tennessee
$585K +$15.3K +818 +3%
PFA
111
Plotkin Financial Advisors
Maryland
$567K +$190K +10,144 +50%
SW
112
SlateStone Wealth
Florida
$561K
MW
113
Maia Wealth
Colorado
$540K -$23.4K -1,249 -4%
TNBTD
114
Trustmark National Bank Trust Department
Mississippi
$535K -$18.7K -1,000 -3%
Mariner
115
Mariner
Kansas
$526K -$118K -6,269 -18%
SF
116
Synovus Financial
Georgia
$523K -$168K -8,963 -24%
HGA
117
Hobbs Group Advisors
South Carolina
$508K +$15.2K +809 +3%
SWP
118
Summit Wealth Partners
Florida
$479K -$126K -6,746 -21%
SWM
119
Spire Wealth Management
Virginia
$474K -$10.8K -576 -2%
HI
120
Harbour Investments
Wisconsin
$474K +$58.5K +3,120 +14%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$463K +$144K +7,683 +45%
AIFAIM
122
American Institute for Advanced Investment Management
Arizona
$463K
LFASL
123
Lugano Financial Advisors SA (LFA)
Switzerland
$449K
IAN
124
Integrated Advisors Network
Texas
$436K +$116K +6,166 +36%
FFS
125
Flavin Financial Services
Florida
$403K -$140K -7,466 -26%