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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
176
Capital Investment Advisory Services
North Carolina
$213K +$26.7K +1,388 +14%
CCMG
177
Clark Capital Management Group
Pennsylvania
$212K – – –
AQR Capital Management
178
AQR Capital Management
Connecticut
$212K – – –
Cerity Partners
179
Cerity Partners
New York
$212K – – –
MLRA
180
Main Line Retirement Advisors
Montana
$202K +$202K +10,488 New
WAS
181
Westco Advisory Services
New York
$201K -$7.1K -369 -3%
LFAS
182
Level Four Advisory Services
Texas
$201K +$201K +10,427 New
CWM
183
Concentrum Wealth Management
California
$199K – – –
JCM
184
Jacobi Capital Management
Pennsylvania
$199K +$1.4K +73 +0.7%
AW
185
Ankerstar Wealth
Texas
$117K -$19 -1 -0%
CF
186
Centaurus Financial
California
$107K – – –
GRP
187
Global Retirement Partners
California
$58.1K +$57.9K +3,013 New
PAG
188
Paladin Advisory Group
Iowa
$50.3K – – –
AAP
189
Arax Advisory Partners
Colorado
$48.1K – – –
RWM
190
Raffa Wealth Management
District of Columbia
$39.1K -$923 -48 -2%
CCWM
191
Cassaday & Co Wealth Management
Virginia
$38.6K +$38.5K +2,000 New
CT
192
Colonial Trust
South Carolina
$36.7K – – –
EWA
193
EverSource Wealth Advisors
Alabama
$28.9K – – –
WIM
194
Westside Investment Management
California
$28.9K – – –
SAM
195
Smartleaf Asset Management
Massachusetts
$27.7K – – –
FFA
196
Farther Finance Advisors
California
$23.6K +$2.98K +155 +15%
AWM
197
AE Wealth Management
Kansas
$23.3K -$12.9K -670 -36%
GWS
198
Greykasell Wealth Strategies
California
$21.3K -$66.5K -3,460 -76%
BC
199
Burnham & Co
Michigan
$19.3K +$19.2K +1,000 New
Jones Financial Companies
200
Jones Financial Companies
Missouri
$17.9K +$17.9K +930 New