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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
TFR Capital
Texas
$214K +$216K +11,447 New
AI
152
Atria Investments
North Carolina
$203K -$113K -5,970 -35%
CWM
153
Castle Wealth Management
Florida
$201K
JCM
154
Jacobi Capital Management
Pennsylvania
$201K +$1.45K +77 +0.7%
BRWA
155
B. Riley Wealth Advisors
Florida
$200K -$551K -29,234 -73%
SMC
156
Smith, Moore & Co
Missouri
$195K -$84.8K -4,500 -30%
Cerity Partners
157
Cerity Partners
New York
$195K +$196K +10,420 New
PTC
158
Private Trust Company
Ohio
$174K +$25.7K +1,364 +17%
DF
159
Dunhill Financial
United Kingdom
$119K +$15.8K +839 +15%
ZB
160
Zions Bancorporation
Utah
$93.5K
PAG
161
Paladin Advisory Group
Iowa
$75.4K
GRP
162
Global Retirement Partners
California
$56.8K +$34.5K +1,829 +152%
CFGS
163
Concourse Financial Group Securities
Alabama
$44.9K
GM
164
GeoWealth Management
Illinois
$41.9K -$11.4K -603 -21%
AWM
165
AE Wealth Management
Kansas
$41K +$41.3K +2,190 New
AA
166
AlphaMark Advisors
Kentucky
$37K
SIS
167
Sound Income Strategies
Florida
$32K
FFA
168
Farther Finance Advisors
California
$28.1K
WIM
169
Westside Investment Management
California
$28.1K
RCM
170
Raleigh Capital Management
North Carolina
$22K -$55.2K -2,927 -71%
OP
171
ORG Partners
Indiana
$18.7K
RFS
172
Richardson Financial Services
Massachusetts
$17K -$1.85K -98 -10%
NFSG
173
Newbridge Financial Services Group
Florida
$14K
TFA
174
Toth Financial Advisory
Virginia
$10.6K +$151 +8 +1%
CAL
175
Capital Analysts LLC
Pennsylvania
$8K +$8.29K +440 New