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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
151
Ameriprise
Minnesota
$315K +$57.5K +2,967 +22%
HGA
152
Hobbs Group Advisors
South Carolina
$313K +$5.75K +297 +2%
SWM
153
Steinberganna Wealth Management
New York
$312K +$4.4K +227 +1%
AAS
154
Ameritas Advisory Services
Nebraska
$300K -$9.34K -482 -3%
CA
155
Calton & Associates
Florida
$293K +$291 +15 +0.1%
OC
156
Oppenheimer & Co
New York
$283K +$289K +14,920 New
UBS AM
157
UBS AM
Illinois
$283K +$205K +10,577 +245%
PAS
158
Park Avenue Securities
New York
$263K -$714K -36,859 -73%
ACM
159
Advance Capital Management
Michigan
$259K +$3.66K +189 +1%
DADC
160
D.A. Davidson & Co
Montana
$247K +$252K +13,006 New
LBC
161
Leigh Baldwin & Co
New York
$242K
AWM
162
Accel Wealth Management
Iowa
$236K -$3K -155 -1%
IC
163
Inscription Capital
Texas
$234K -$168K -8,684 -41%
CWM
164
Castle Wealth Management
Florida
$232K -$23.8K -1,229 -9%
MFGM
165
Marshall Financial Group (Maryland)
Maryland
$224K
MA
166
Mutual Advisors
Nebraska
$223K -$14.5K -746 -6%
IAIM
167
International Assets Investment Management
Florida
$213K
CCMG
168
Clark Capital Management Group
Pennsylvania
$209K -$2.53M -130,748 -92%
AQR Capital Management
169
AQR Capital Management
Connecticut
$208K
Cerity Partners
170
Cerity Partners
New York
$208K
WAS
171
Westco Advisory Services
New York
$205K +$209K +10,796 New
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$205K +$209K +10,776 New
MOS
173
MGO One Seven
Ohio
$204K +$208K +10,755 New
IFG
174
Independent Financial Group
California
$199K +$203K +10,467 New
CWM
175
Concentrum Wealth Management
California
$196K