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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
126
Maia Wealth
Colorado
$493K -$41.8K -2,185 -8%
AWM
127
Apollon Wealth Management
South Carolina
$472K +$467K +24,395 New
HI
128
Harbour Investments
Wisconsin
$471K -$17.5K -913 -4%
LFASL
129
Lugano Financial Advisors SA (LFA)
Switzerland
$464K
MSFS
130
Main Street Financial Solutions
Pennsylvania
$463K +$187K +9,750 +69%
IA
131
IFP Advisors
Florida
$447K +$247K +12,914 +127%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$437K +$22.7K +1,187 +6%
SWM
133
Spire Wealth Management
Virginia
$435K -$37.4K -1,954 -8%
PFG
134
Pinnacle Financial Group
Illinois
$433K +$163K +8,486 +61%
US Bancorp
135
US Bancorp
Minnesota
$357K -$2.05K -107 -0.6%
CWM
136
Castle Wealth Management
Florida
$354K +$144K +7,529 +70%
WWMSC
137
Wagner Wealth Management (South Carolina)
South Carolina
$348K +$766 +40 +0.2%
MSCM
138
McElhenny Sheffield Capital Management
Texas
$342K
GWP
139
Gateway Wealth Partners
Wisconsin
$337K -$134 -7 -0%
GCA
140
Greenwood Capital Associates
South Carolina
$332K +$125K +6,527 +61%
AI
141
Atria Investments
North Carolina
$323K +$320K +16,694 New
V
142
ViaWealth
Kansas
$322K +$4.44K +232 +1%
HIS
143
Harvest Investment Services
Illinois
$316K +$313K +16,360 New
AAS
144
Ameritas Advisory Services
Nebraska
$314K +$233K +12,174 +301%
CWAF
145
Core Wealth Advisors (Florida)
Florida
$310K +$307K +16,026 New
SWM
146
Steinberganna Wealth Management
New York
$308K +$305K +15,940 New
WMA
147
Wealth Management Associates
New Jersey
$300K +$298K +15,533 New
CAWM
148
Capital Advisors Wealth Management
Washington
$297K +$11.1K +578 +4%
IC
149
Inscription Capital
Texas
$290K +$287K +15,000 New
ACM
150
Advance Capital Management
Michigan
$256K +$39.8K +2,079 +19%