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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Accel Wealth Management
Iowa
$374K -$17.9K -951 -5%
KWA
127
Kingswood Wealth Advisors
California
$372K +$157K +8,350 +72%
BRIA
128
Balanced Rock Investment Advisors
Massachusetts
$342K +$90.5K +4,801 +36%
V
129
ViaWealth
Kansas
$338K +$341K +18,084 New
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$336K +$264 +14 +0.1%
MSCM
131
McElhenny Sheffield Capital Management
Texas
$331K
IAN
132
Integrated Advisors Network
Texas
$320K +$323K +17,132 New
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$320K +$115K +6,117 +56%
AAS
134
Ameritas Advisory Services
Nebraska
$299K +$302K +16,001 New
NWM
135
Nova Wealth Management
Florida
$294K +$296K +15,725 New
AWAG
136
ARS Wealth Advisors Group
Florida
$292K -$47.1K -2,500 -14%
CIA
137
Concurrent Investment Advisors
Florida
$292K +$1.04K +55 +0.4%
WWMSC
138
Wagner Wealth Management (South Carolina)
South Carolina
$278K -$33.3K -1,767 -11%
OMC
139
Old Mission Capital
Illinois
$269K +$272K +14,411 New
GIP
140
Greatmark Investment Partners
Georgia
$267K +$16.5K +875 +7%
Citadel Advisors
141
Citadel Advisors
Florida
$266K +$268K +14,234 New
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$261K -$6.8K -361 -3%
SA
143
Sanctuary Advisors
Indiana
$260K +$1.9K +101 +0.7%
FT
144
Fiduciary Trust
Massachusetts
$257K
MOS
145
MGO One Seven
Ohio
$247K +$942 +50 +0.4%
CP
146
Castleview Partners
Texas
$245K +$246K +13,054 New
HH
147
Hilltop Holdings
Texas
$239K +$241K +12,761 New
LBC
148
Leigh Baldwin & Co
New York
$239K +$240K +12,755 New
AFC
149
AFT Forsyth & Company
Florida
$229K -$5.05K -268 -2%
MFGM
150
Marshall Financial Group (Maryland)
Maryland
$220K -$57 -3 -0%