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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIP
151
Greatmark Investment Partners
Georgia
$215K -$52K -2,775 -19%
ACM
152
Advance Capital Management
Michigan
$206K +$206K +10,996 New
DC
153
Davenport & Co
Virginia
$205K +$206K +10,971 New
JCM
154
Jacobi Capital Management
Pennsylvania
$202K +$1.44K +77 +0.7%
CWM
155
Castle Wealth Management
Florida
$201K
Cerity Partners
156
Cerity Partners
New York
$198K +$2.75K +147 +1%
PFG
157
Pinnacle Financial Group
Illinois
$195K +$195K +10,402 New
PTC
158
Private Trust Company
Ohio
$174K
Wells Fargo
159
Wells Fargo
California
$164K -$255K -13,600 -61%
DF
160
Dunhill Financial
United Kingdom
$103K -$15.7K -839 -13%
ZBNA
161
Zions Bancorporation, National Association
Utah
$93.5K +$93.7K +5,000 New
PAG
162
Paladin Advisory Group
Iowa
$75.4K
CA
163
Continuum Advisory
Idaho
$68.2K +$68.4K +3,648 New
FFA
164
Farther Finance Advisors
California
$63.8K +$35.7K +1,907 +127%
GM
165
GeoWealth Management
Illinois
$40.3K -$1.65K -88 -4%
AWM
166
AE Wealth Management
Kansas
$35.3K -$5.64K -301 -14%
OSAM
167
O'Shaughnessy Asset Management
Connecticut
$34.3K +$34.4K +1,835 New
SIS
168
Sound Income Strategies
Florida
$32K
RCM
169
Raleigh Capital Management
North Carolina
$28.5K +$6.52K +348 +30%
WIM
170
Westside Investment Management
California
$28.1K
RFS
171
Richardson Financial Services
Massachusetts
$23.9K +$6.9K +368 +41%
OP
172
ORG Partners
Indiana
$18.7K
NFSG
173
Newbridge Financial Services Group
Florida
$14K
TFA
174
Toth Financial Advisory
Virginia
$10.7K +$150 +8 +1%
VNA
175
Valley National Advisers
Pennsylvania
$7K