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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OP
176
ORG Partners
Indiana
$19.3K
CT
177
Colonial Trust
South Carolina
$15.5K +$15.3K +800 New
EC
178
Elequin Capital
New York
$12K
CPG
179
Cornerstone Planning Group
New Jersey
$11.7K +$11.5K +600 New
NWM
180
Nova Wealth Management
Florida
$11.6K -$212K -11,058 -95%
RFS
181
Richardson Financial Services
Massachusetts
$7.91K -$7.18K -375 -48%
AFWM
182
Abich Financial Wealth Management
Virginia
$5.51K +$5.46K +285 New
CIAS
183
Capital Investment Advisory Services
North Carolina
$4.35K -$1.44K -75 -25%
Wells Fargo
184
Wells Fargo
California
$2.53K -$46.1K -2,405 -95%
SAM
185
Smartleaf Asset Management
Massachusetts
$1.57K +$1.55K +81 New
ASN
186
Advisory Services Network
Georgia
$1.53K +$1.51K +79 New
CFD
187
Creative Financial Designs
Indiana
$774 +$766 +40 New
DFA
188
DHJJ Financial Advisors
Illinois
$106
CAM
189
Creekmur Asset Management
Illinois
$12
Renaissance Technologies
190
Renaissance Technologies
New York
-$2.2M -115,827 Closed
FAIM
191
Financial Advocates Investment Management
Washington
-$2.04M -107,361 Closed
GIA
192
Gladstone Institutional Advisory
Florida
-$1.03M -54,156 Closed
BIG
193
Brookwood Investment Group
Arizona
-$444K -23,392 Closed
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
-$363K -19,098 Closed
SF
195
Synovus Financial
Georgia
-$220K -11,578 Closed
DC
196
Davenport & Co
Virginia
-$207K -10,914 Closed
KWA
197
Kingswood Wealth Advisors
California
-$203K -10,700 Closed
IWC
198
Integrated Wealth Concepts
Massachusetts
-$195K -10,273 Closed
ZBNA
199
Zions Bancorporation, National Association
Utah
-$95K -5,000 Closed
GM
200
GeoWealth Management
Illinois
-$40.7K -2,141 Closed