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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$204K +$2.84K +153 +1%
SA
152
Sanctuary Advisors
Indiana
$203K -$33.3K -1,790 -14%
KWA
153
Kingswood Wealth Advisors
California
$203K +$199K +10,700 New
GCA
154
Greenwood Capital Associates
South Carolina
$202K +$197K +10,626 New
IWC
155
Integrated Wealth Concepts
Massachusetts
$195K -$46K -2,477 -19%
IA
156
IFP Advisors
Florida
$194K -$58.4K -3,140 -24%
PTC
157
Private Trust Company
Ohio
$176K
DF
158
Dunhill Financial
United Kingdom
$105K
ZBNA
159
Zions Bancorporation, National Association
Utah
$95K
AAS
160
Ameritas Advisory Services
Nebraska
$76.8K -$222K -11,955 -75%
FFA
161
Farther Finance Advisors
California
$64.8K
GRP
162
Global Retirement Partners
California
$60.1K +$58.8K +3,163 New
PAG
163
Paladin Advisory Group
Iowa
$49.5K -$26.5K -1,425 -35%
RWM
164
Raffa Wealth Management
District of Columbia
$48.6K +$47.6K +2,559 New
Wells Fargo
165
Wells Fargo
California
$48.2K -$116K -6,217 -71%
GM
166
GeoWealth Management
Illinois
$40.7K -$223 -12 -0.6%
AAP
167
Arax Advisory Partners
Colorado
$35.4K +$34.7K +1,866 New
BIG
168
Brooklyn Investment Group
New York
$34.8K +$34K +1,830 New
SIS
169
Sound Income Strategies
Florida
$32.5K
WIM
170
Westside Investment Management
California
$28.5K
AWM
171
AE Wealth Management
Kansas
$20.9K -$14.6K -786 -42%
OP
172
ORG Partners
Indiana
$19K
RFS
173
Richardson Financial Services
Massachusetts
$14.9K -$9.14K -492 -39%
EC
174
Elequin Capital
New York
$11.8K +$11.6K +622 New
TFA
175
Toth Financial Advisory
Virginia
$11.1K +$167 +9 +2%