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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$352K -$461K -24,816 -57%
WWMSC
127
Wagner Wealth Management (South Carolina)
South Carolina
$341K +$762 +41 +0.2%
MSCM
128
McElhenny Sheffield Capital Management
Texas
$336K
AWM
129
Accel Wealth Management
Iowa
$332K -$51.1K -2,750 -14%
GWP
130
Gateway Wealth Partners
Wisconsin
$331K +$324K +17,454 New
V
131
ViaWealth
Kansas
$312K +$22.9K +1,230 +8%
HH
132
Hilltop Holdings
Texas
$305K -$98.7K -5,309 -25%
Citadel Advisors
133
Citadel Advisors
Florida
$298K +$292K +15,706 New
CAWM
134
Capital Advisors Wealth Management
Washington
$280K +$59.4K +3,196 +28%
AWAG
135
ARS Wealth Advisors Group
Florida
$270K -$1.86K -100 -0.7%
MSFS
136
Main Street Financial Solutions
Pennsylvania
$270K -$63.3K -3,404 -19%
PFG
137
Pinnacle Financial Group
Illinois
$264K +$64.8K +3,489 +34%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$253K -$4.65K -250 -2%
MA
139
Mutual Advisors
Nebraska
$253K -$36.2K -1,950 -13%
MIM
140
Marshall Investment Management
Colorado
$239K -$2.69M -144,953 -92%
LBC
141
Leigh Baldwin & Co
New York
$238K +$9.29K +500 +4%
AFC
142
AFT Forsyth & Company
Florida
$225K -$7.75K -417 -3%
MFGM
143
Marshall Financial Group (Maryland)
Maryland
$224K
NWM
144
Nova Wealth Management
Florida
$221K -$72.7K -3,912 -25%
SF
145
Synovus Financial
Georgia
$220K -$305K -16,403 -59%
ACM
146
Advance Capital Management
Michigan
$212K +$2.96K +159 +1%
MF
147
Montis Financial
Massachusetts
$208K +$204K +10,973 New
DC
148
Davenport & Co
Virginia
$207K -$1.06K -57 -0.5%
JCM
149
Jacobi Capital Management
Pennsylvania
$207K +$1.5K +81 +0.7%
CWM
150
Castle Wealth Management
Florida
$204K