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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPWA
176
Gaddis Premier Wealth Advisors
Oklahoma
$199K +$199K +10,277 New
PTC
177
Private Trust Company
Ohio
$180K
SIS
178
Sound Income Strategies
Florida
$164K +$130K +6,712 +392%
CFB
179
Cullen/Frost Bankers
Texas
$163K +$163K +8,397 New
AW
180
Ankerstar Wealth
Texas
$139K +$139K +7,187 New
CF
181
Centaurus Financial
California
$107K +$19 +1 +0%
GWS
182
Greykasell Wealth Strategies
California
$88.5K +$88.5K +4,564 New
CIAS
183
Capital Investment Advisory Services
North Carolina
$86.2K +$81.9K +4,222 +1,876%
UBS AM
184
UBS AM
Illinois
$83.6K +$83.6K +4,314 New
Deutsche Bank
185
Deutsche Bank
Germany
$74.1K -$182K -9,361 -71%
GRP
186
Global Retirement Partners
California
$69.7K +$9.79K +505 +16%
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$53.7K +$53.7K +2,772 New
PAG
188
Paladin Advisory Group
Iowa
$50.5K
RWM
189
Raffa Wealth Management
District of Columbia
$40.3K
RFS
190
Richardson Financial Services
Massachusetts
$39.8K +$19 +1 +0.2%
FFA
191
Farther Finance Advisors
California
$37K -$29.1K -1,503 -44%
CT
192
Colonial Trust
South Carolina
$36.8K +$21.3K +1,100 +138%
AAP
193
Arax Advisory Partners
Colorado
$36.2K +$36.2K +1,866 New
AWM
194
AE Wealth Management
Kansas
$35.6K -$17.3K -893 -33%
WIM
195
Westside Investment Management
California
$29.1K
EWA
196
EverSource Wealth Advisors
Alabama
$29.1K +$29.1K +1,500 New
CPG
197
Cornerstone Planning Group
New Jersey
$23.1K +$11.4K +589 +98%
OP
198
ORG Partners
Indiana
$19.4K
SAM
199
Smartleaf Asset Management
Massachusetts
$17K +$15.5K +797 +984%
AF
200
Allworth Financial
California
$16.5K +$16.5K +850 New