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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
126
American Institute for Advanced Investment Management
Arizona
$528K
BAMG
127
Brand Asset Management Group
Missouri
$520K
FPGK
128
Financial Partners Group (Kansas)
Kansas
$516K
IA
129
Integrity Alliance
Iowa
$498K -$167K -8,710 -25%
CAWM
130
Capital Advisors Wealth Management
Washington
$497K +$115K +5,974 +30%
SWP
131
Summit Wealth Partners
Florida
$484K -$10.4K -542 -2%
BW
132
BXM Wealth
Colorado
$482K
AWM
133
Apollon Wealth Management
South Carolina
$482K +$9K +468 +2%
MML Investors Services
134
MML Investors Services
Massachusetts
$456K +$88.6K +4,608 +24%
MW
135
Maia Wealth
Colorado
$428K -$27K -1,405 -6%
CAS
136
Coppell Advisory Solutions
Texas
$407K +$5.81K +302 New
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$404K -$2.25K -117 -0.6%
AI
138
Atria Investments
North Carolina
$389K +$41.6K +2,163 +12%
OIA
139
OneDigital Investment Advisors
Kansas
$386K -$519 -27 -0.1%
IWN
140
Independent Wealth Network
Iowa
$385K -$7.1K -369 -2%
VWA
141
Visionary Wealth Advisors
Illinois
$370K -$1.62M -84,343 -81%
WMA
142
Wealth Management Associates
New Jersey
$366K +$31K +1,612 +9%
OC
143
Oppenheimer & Co
New York
$365K +$76.9K +4,000 +27%
WWMSC
144
Wagner Wealth Management (South Carolina)
South Carolina
$364K +$827 +43 +0.2%
NS
145
NBC Securities
Alabama
$363K -$11.3K -587 -3%
GWP
146
Gateway Wealth Partners
Wisconsin
$357K -$353K -18,374 -50%
HGA
147
Hobbs Group Advisors
South Carolina
$352K +$33.8K +1,760 +11%
XAU
148
XP Advisory US
Florida
$348K +$347K +18,046 New
HIS
149
Harvest Investment Services
Illinois
$347K
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$338K -$41.6K -2,166 -11%