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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HH
126
Hilltop Holdings
Texas
$400K +$162K +8,627 +68%
AWM
127
Accel Wealth Management
Iowa
$378K +$4.71K +251 +1%
AWS
128
Atria Wealth Solutions
New York
$357K -$85.5K -4,560 -19%
BRIA
129
Balanced Rock Investment Advisors
Massachusetts
$356K +$13.9K +742 +4%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$344K +$8.23K +439 +2%
WWMSC
131
Wagner Wealth Management (South Carolina)
South Carolina
$335K +$58K +3,095 +21%
MSCM
132
McElhenny Sheffield Capital Management
Texas
$331K
MSFS
133
Main Street Financial Solutions
Pennsylvania
$329K +$330K +17,611 New
AAS
134
Ameritas Advisory Services
Nebraska
$299K
FT
135
Fiduciary Trust
Massachusetts
$298K +$40.8K +2,175 +16%
NWM
136
Nova Wealth Management
Florida
$291K -$2.9K -155 -1%
V
137
ViaWealth
Kansas
$284K -$54K -2,880 -16%
CIA
138
Concurrent Investment Advisors
Florida
$282K -$10.4K -557 -4%
MA
139
Mutual Advisors
Nebraska
$282K -$163K -8,713 -36%
AWAG
140
ARS Wealth Advisors Group
Florida
$268K -$24.4K -1,300 -8%
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$254K -$7.07K -377 -3%
IA
142
IFP Advisors
Florida
$250K -$179K -9,530 -42%
MOS
143
MGO One Seven
Ohio
$243K -$4.8K -256 -2%
IWC
144
Integrated Wealth Concepts
Massachusetts
$238K +$239K +12,750 New
SA
145
Sanctuary Advisors
Indiana
$234K -$26.2K -1,400 -10%
AFC
146
AFT Forsyth & Company
Florida
$229K +$619 +33 +0.3%
LBC
147
Leigh Baldwin & Co
New York
$225K -$13.3K -710 -6%
MFGM
148
Marshall Financial Group (Maryland)
Maryland
$220K +$37 +2 +0%
WP
149
WealthShield Partners
North Carolina
$217K +$217K +11,595 New
CAWM
150
Capital Advisors Wealth Management
Washington
$216K +$217K +11,564 New