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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$21.2K -$12.6K -690 -37%
BFEC
152
Benjamin F. Edwards & Company
Missouri
$21K -$259K -14,225 -93%
Wells Fargo
153
Wells Fargo
California
$18.5K -$85.2K -4,680 -82%
NFSG
154
Newbridge Financial Services Group
Florida
$13.8K
KFS
155
Kelly Financial Services
Massachusetts
$13.3K +$127 +7 +1%
GI
156
Gradient Investments
Minnesota
$12.3K +$12.1K +667 New
FHA
157
First Horizon Advisors
Tennessee
$12.1K +$12K +657 New
RFS
158
Richardson Financial Services
Massachusetts
$12K
TFA
159
Toth Financial Advisory
Virginia
$10.1K +$146 +8 +1%
AssetMark Inc
160
AssetMark Inc
California
$8.21K +$8.14K +447 New
PCM
161
Penserra Capital Management
California
$8K +$182 +10 +2%
GWM
162
Geneos Wealth Management
Colorado
$6.82K
CIAS
163
Capital Investment Advisory Services
North Carolina
$5.51K -$7.65K -420 -58%
EC
164
EdgeRock Capital
Colorado
$4.17K +$4.13K +227 New
NMG
165
New Millennium Group
Utah
$165 +$164 +9 New
CPA
166
Clear Point Advisors
New York
$111
DFA
167
DHJJ Financial Advisors
Illinois
$101
CAM
168
Creekmur Asset Management
Illinois
$10
GSC
169
G&S Capital
Colorado
-$3.41M -186,976 Closed
OMC
170
Old Mission Capital
Illinois
-$1.72M -94,196 Closed
VWA
171
Visionary Wealth Advisors
Illinois
-$1.56M -85,713 Closed
SIA
172
Soltis Investment Advisors
Utah
-$593K -34,256 Closed
LNC
173
Lincoln National Corp
Pennsylvania
-$550K -30,209 Closed
KCFA
174
Key Client Fiduciary Advisors
New Jersey
-$399K -21,921 Closed
GM
175
GeoWealth Management
Illinois
-$357K -19,596 Closed