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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
176
Jacobi Capital Management
Pennsylvania
$194K -$6.2K -320 -3%
GSC
177
G&S Capital
Colorado
$194K +$198K +10,204 New
VA
178
Valmark Advisers
Ohio
$192K +$195K +10,085 New
CIAS
179
Capital Investment Advisory Services
North Carolina
$184K +$101K +5,219 +117%
PTC
180
Private Trust Company
Ohio
$177K
SIS
181
Sound Income Strategies
Florida
$128K -$33.1K -1,709 -20%
AW
182
Ankerstar Wealth
Texas
$115K -$22.1K -1,143 -16%
CF
183
Centaurus Financial
California
$105K +$19 +1 +0%
GWS
184
Greykasell Wealth Strategies
California
$86.7K
Wells Fargo
185
Wells Fargo
California
$55.9K +$48.9K +2,525 +604%
PAG
186
Paladin Advisory Group
Iowa
$49.5K
AAP
187
Arax Advisory Partners
Colorado
$47.4K +$12.1K +627 +34%
TAR
188
Trask Adam Roland
$41.2K +$42K +2,170 New
RWM
189
Raffa Wealth Management
District of Columbia
$39.5K
CT
190
Colonial Trust
South Carolina
$36.1K
AWM
191
AE Wealth Management
Kansas
$35.7K +$833 +43 +2%
EWA
192
EverSource Wealth Advisors
Alabama
$28.5K
WIM
193
Westside Investment Management
California
$28.5K
SAM
194
Smartleaf Asset Management
Massachusetts
$27K +$10.8K +559 +64%
GSEP
195
Golden State Equity Partners
California
$20.9K +$21.3K +1,100 New
FFA
196
Farther Finance Advisors
California
$20.3K -$16.3K -840 -44%
GFA
197
Godfrey Financial Associates
New York
$13.8K
NWM
198
Nova Wealth Management
Florida
$11.4K
JFGIW
199
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.6K +$10.8K +559 New
TCM
200
Triumph Capital Management
Colorado
$9.5K