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First Trust Institutional Preferred Securities and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPC
201
Park Place Capital
Alabama
$5.68K +$5.79K +299 New
MBFW
202
Morton Brown Family Wealth
Pennsylvania
$5.42K
LWMI
203
Legacy Wealth Management (Idaho)
Idaho
$4.81K +$4.9K +253 New
MAS
204
MPWM Advisory Solutions
Georgia
$4.75K +$4.84K +250 New
ASN
205
Advisory Services Network
Georgia
$1.5K +$1.53K +79 New
RF
206
Rossby Financial
Florida
$991 +$1.01K +52 New
CFD
207
Creative Financial Designs
Indiana
$760
SS
208
SBI Securities
Japan
$190 +$194 +10 New
DFA
209
DHJJ Financial Advisors
Illinois
$104
PWM
210
Peterson Wealth Management
Nevada
$89 +$97 +5 New
OPAM
211
Ocean Park Asset Management
California
-$6.89M -355,500 Closed
SAM
212
Synergy Asset Management
Washington
-$3.44M -177,348 Closed
TFP
213
TrueWealth Financial Partners
Washington
-$2.16M -111,376 Closed
PS
214
Principal Securities
Iowa
-$1.61M -83,245 Closed
SOS
215
Silver Oak Securities
Tennessee
-$1.05M -53,901 Closed
SG
216
StoneX Group
New York
-$927K -47,800 Closed
Citadel Advisors
217
Citadel Advisors
Florida
-$689K -35,520 Closed
SA
218
Stonebridge Advisors
Connecticut
-$501K -25,826 Closed
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
-$424K -21,809 Closed
US Bancorp
220
US Bancorp
Minnesota
-$362K -18,662 Closed
PFPG
221
Pinnacle Financial Partners (Georgia)
Georgia
-$347K -17,899 Closed
AWAG
222
ARS Wealth Advisors Group
Florida
-$238K -12,282 Closed
HH
223
Hilltop Holdings
Texas
-$224K -11,553 Closed
BIG
224
Brookwood Investment Group
Arizona
-$223K -11,498 Closed
AFC
225
AFT Forsyth & Company
Florida
-$212K -10,941 Closed