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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$258K -$277K -14,821 -52%
BRIA
127
Balanced Rock Investment Advisors
Massachusetts
$257K +$28.9K +1,547 +13%
GIP
128
Greatmark Investment Partners
Georgia
$256K
MOS
129
MGO One Seven
Ohio
$251K -$8.96K -480 -4%
AFC
130
AFT Forsyth & Company
Florida
$238K -$139K -7,449 -37%
PNC
131
Park National Corp
Ohio
$236K +$232K +12,400 New
MFGM
132
Marshall Financial Group (Maryland)
Maryland
$225K
KWA
133
Kingswood Wealth Advisors
California
$220K
Wealth Enhancement Advisory Services
134
Wealth Enhancement Advisory Services
Minnesota
$209K +$205K +10,978 New
CWM
135
Castle Wealth Management
Florida
$205K -$4.74K -254 -2%
JCM
136
Jacobi Capital Management
Pennsylvania
$203K +$1.38K +74 +0.7%
PTC
137
Private Trust Company
Ohio
$151K
DF
138
Dunhill Financial
United Kingdom
$105K
ZB
139
Zions Bancorporation
Utah
$95.3K
Wells Fargo
140
Wells Fargo
California
$93.2K +$72.4K +3,878 +384%
RCM
141
Raleigh Capital Management
North Carolina
$78.3K -$59.5K -3,184 -44%
PAG
142
Paladin Advisory Group
Iowa
$76.9K
CA
143
CoreCap Advisors
Michigan
$55.3K +$54.1K +2,900 New
GM
144
GeoWealth Management
Illinois
$54.2K +$53.1K +2,844 New
CFGS
145
Concourse Financial Group Securities
Alabama
$45.7K -$29.9K -1,604 -40%
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$42K
AA
147
AlphaMark Advisors
Kentucky
$38K
SIS
148
Sound Income Strategies
Florida
$32.6K
FFA
149
Farther Finance Advisors
California
$28.7K
WIM
150
Westside Investment Management
California
$28.6K