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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$338K -$41.6K -2,166 -11%
AWA
152
Arkadios Wealth Advisors
Georgia
$332K -$435K -22,597 -57%
CWM
153
Collaborative Wealth Management
Florida
$328K -$166K -8,648 -34%
SWM
154
Spire Wealth Management
Virginia
$325K -$30.1K -1,566 -9%
LSIA
155
LaSalle St. Investment Advisors
Illinois
$322K +$321K +16,691 New
SWM
156
Steinberganna Wealth Management
New York
$321K +$4.58K +238 +1%
OWA
157
ORBA Wealth Advisors
Illinois
$316K +$315K +16,393 New
AAS
158
Ameritas Advisory Services
Nebraska
$315K +$10.2K +532 +3%
PAS
159
Park Avenue Securities
New York
$310K +$42.4K +2,207 +16%
CA
160
Calton & Associates
Florida
$300K +$2.38K +124 +0.8%
IAN
161
Integrated Advisors Network
Texas
$285K -$406K -21,108 -59%
PL
162
Protective Life
Alabama
$271K -$301K -15,664 -53%
UBS AM
163
UBS AM
Illinois
$270K -$16.9K -880 -6%
ACM
164
Advance Capital Management
Michigan
$266K +$2.9K +151 +1%
LBC
165
Leigh Baldwin & Co
New York
$246K – – –
DADC
166
D.A. Davidson & Co
Montana
$243K -$7.88K -410 -3%
CWM
167
Castle Wealth Management
Florida
$235K – – –
AWM
168
Accel Wealth Management
Iowa
$234K -$4.9K -255 -2%
JLBC
169
J.L. Bainbridge & Co
Florida
$231K +$231K +11,997 New
PTC
170
Private Trust Company
Ohio
$231K +$51.7K +2,691 +29%
IAIM
171
International Assets Investment Management
Florida
$228K +$13.2K +687 +6%
MFGM
172
Marshall Financial Group (Maryland)
Maryland
$227K -$58 -3 -0%
MA
173
Mutual Advisors
Nebraska
$227K – – –
VA
174
Valmark Advisers
Ohio
$220K +$25.2K +1,308 +13%
HAS
175
Horizon Advisory Services
New York
$213K +$213K +11,061 New