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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
126
Balanced Rock Investment Advisors
Massachusetts
$525K +$21.9K +1,129 +4%
BAMG
127
Brand Asset Management Group
Missouri
$523K
FPGK
128
Financial Partners Group (Kansas)
Kansas
$520K -$29.1K -1,500 -5%
SA
129
Stonebridge Advisors
Connecticut
$501K +$501K +25,826 New
SWP
130
Summit Wealth Partners
Florida
$497K
MSFS
131
Main Street Financial Solutions
Pennsylvania
$490K +$25.8K +1,330 +6%
BW
132
BXM Wealth
Colorado
$485K -$165K -8,500 -25%
IA
133
IFP Advisors
Florida
$484K +$36.1K +1,861 +8%
AWM
134
Apollon Wealth Management
South Carolina
$479K +$6.34K +327 +1%
GCA
135
Greenwood Capital Associates
South Carolina
$467K +$134K +6,929 +40%
LFASL
136
Lugano Financial Advisors SA (LFA)
Switzerland
$463K
MW
137
Maia Wealth
Colorado
$457K -$39.6K -2,044 -8%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$424K -$15.6K -802 -4%
HI
139
Harbour Investments
Wisconsin
$423K -$49.4K -2,549 -10%
AWA
140
Arkadios Wealth Advisors
Georgia
$418K -$124K -6,375 -23%
OIA
141
OneDigital Investment Advisors
Kansas
$412K +$412K +21,250 New
IC
142
Inscription Capital
Texas
$407K +$117K +6,009 +40%
SWM
143
Spire Wealth Management
Virginia
$388K -$47.9K -2,468 -11%
MWM
144
Maridea Wealth Management
New York
$380K +$380K +19,576 New
WWMSC
145
Wagner Wealth Management (South Carolina)
South Carolina
$364K +$14.6K +755 +4%
US Bancorp
146
US Bancorp
Minnesota
$362K +$4.29K +221 +1%
HIS
147
Harvest Investment Services
Illinois
$350K +$33K +1,700 +10%
Mercer Global Advisors
148
Mercer Global Advisors
Colorado
$348K +$135K +6,966 +64%
PFPG
149
Pinnacle Financial Partners (Georgia)
Georgia
$347K +$347K +17,899 New
GWP
150
Gateway Wealth Partners
Wisconsin
$338K -$213 -11 -0.1%