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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
126
Kingswood Wealth Advisors
California
$212K -$107K -5,900 -34%
AFP
127
Ausdal Financial Partners
Iowa
$209K -$8.83K -485 -4%
SMC
128
Smith, Moore & Co
Missouri
$206K
AWS
129
Atria Wealth Solutions
New York
$205K -$808K -44,371 -80%
CWM
130
Castle Wealth Management
Florida
$202K +$73 +4 +0%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$196K +$87.8K +4,824 +83%
JCM
132
Jacobi Capital Management
Pennsylvania
$194K -$9.8K -538 -5%
WPC
133
Wedmont Private Capital
Pennsylvania
$186K +$183K +10,053 New
NS
134
NBC Securities
Alabama
$185K +$15.4K +844 +9%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$184K +$182K +10,000 New
IAIM
136
International Assets Investment Management
Florida
$157K +$155K +8,536 New
PTC
137
Private Trust Company
Ohio
$146K -$49.2K -2,700 -25%
RCM
138
Raleigh Capital Management
North Carolina
$134K +$18 +1 +0%
DF
139
Dunhill Financial
United Kingdom
$101K -$69.7K -3,825 -41%
ZB
140
Zions Bancorporation
Utah
$91.8K +$91.1K +5,000 New
PAG
141
Paladin Advisory Group
Iowa
$74K
CFGS
142
Concourse Financial Group Securities
Alabama
$73.5K
BEI
143
Benjamin Edwards Inc
Missouri
$60K -$3.28K -180 -5%
FIM
144
FWL Investment Management
Texas
$43.1K +$42.7K +2,345 New
HGERS
145
Householder Group Estate & Retirement Specialist
Arizona
$40K +$40.5K +2,223 New
AA
146
AlphaMark Advisors
Kentucky
$37K
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$33.3K +$30.4K +1,669 +1,143%
SIS
148
Sound Income Strategies
Florida
$31.4K
FFA
149
Farther Finance Advisors
California
$27.6K +$27.4K +1,503 New
WIM
150
Westside Investment Management
California
$27.6K