Core Insights - The NEOS Enhanced Income Credit Select ETF (HYBI) was reorganized from a mutual fund to an ETF under NEOS almost a year ago [1] - Binary Tree Analytics (BTA) focuses on providing transparency and analytics in capital markets, particularly in closed-end funds (CEFs), exchange-traded funds (ETFs), and special situations [1] - BTA aims to deliver high annualized returns with a low volatility profile, leveraging over 20 years of investment experience [1]

Core Viewpoint - First Trust Advisors L.P. has announced changes to the investment strategies and name of the First Trust EIP Carbon Impact ETF, which will now be called the First Trust EIP Power Solutions ETF, effective September 5, 2025 [1]. Investment Strategy Changes - The Fund will now invest at least 80% of its net assets in equity securities of companies identified as Power Solutions Companies by the investment sub-advisor, Energy Income Partners, LLC [1]. - The revised investment strategy expands the universe of eligible companies to include contracted developers and/or owners of nuclear energy systems [1]. - The focus will be on companies that are strategically connected to the generation or transmission of electric power, or that contribute to making the electric power system safer, cleaner, more reliable, or lower in cost [1]. Company Background - First Trust Advisors L.P. is a federally registered investment advisor with approximately $281 billion in assets under management as of July 31, 2025 [2]. - The company provides a variety of investment services through its affiliate, First Trust Portfolios L.P., which is a FINRA registered broker-dealer [2].

Core Insights - Horizon Kinetics Holding Corporation has qualified to trade on the OTCQX Best Market, marking a significant upgrade from the OTCID Basic Market [1][4] - The company will begin trading under the symbol "HKHC" and U.S. investors can access its financial disclosures and real-time quotes on the OTC Markets website [2] - The OTCQX Market is designed for investor-focused companies, requiring them to meet high financial standards and adhere to best practices in corporate governance [3] Company Overview - Horizon Kinetics Holding Corporation primarily provides investment advisory services through its subsidiary, Horizon Kinetics Asset Management LLC, which is a registered investment advisor [5] - The company specializes in independent proprietary research and investment advisory services for both long-only and alternative value-based investing strategies [5] OTC Markets Group Overview - OTC Markets Group Inc. operates regulated markets for trading approximately 12,000 U.S. and international securities, with a focus on data-driven disclosure standards [6] - The group offers various market tiers, including OTCQX Best Market, OTCQB Venture Market, OTCID Basic Market, and Pink Limited Market, facilitating efficient access to U.S. financial markets [6]

Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of about 4% and has performed well over the last 5 years by engaging in international markets [1][2] - Tiptree (NASDAQ: TIPT) reported strong quarterly results, particularly from Fortegra, which is successfully growing its E&S business, and the investment portfolio performance was reasonably strong [2] - The Valkyrie Trading Society consists of analysts sharing high conviction and obscure developed market ideas that are expected to generate non-correlated and outsized returns in the current economic environment [3]

Company Overview - Eagle Point Income Co., Inc. (EIC) is attracting investor interest due to its strong yield potential in a challenging market environment [1] Management Profile - Mr. Mavroudis is a professional portfolio manager with expertise in managing institutional and private portfolios, focusing on risk management and in-depth financial market analysis [2] - He has successfully navigated major financial crises, including the COVID-19 pandemic, demonstrating his capability in portfolio management [2] Investment Strategy - The investment approach involves restructuring portfolios based on prevailing market conditions and client needs, covering a wide range of financial instruments globally [2]

Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service offers managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]

Group 1 - The CEF/ETF Income Laboratory manages closed-end fund (CEF) and exchange-traded fund (ETF) portfolios targeting safe and reliable yields of approximately 8% [1][2] - The service provides managed portfolios, actionable income and arbitrage recommendations, and in-depth analysis of CEFs and ETFs, catering to both active and passive investors [2] - The community consists of over a thousand members focused on finding the best income ideas, with a majority of holdings being monthly-payers to enhance compounding and smooth income streams [2] Group 2 - Nick Ackerman, a former financial advisor with over 14 years of personal investing experience, provides coverage on closed-end funds and exchange-traded funds [3]

Group 1 - The primary goal of the "High Income DIY Portfolios" Marketplace service is to achieve high income with low risk and capital preservation [1] - The service provides DIY investors with essential information and portfolio/asset allocation strategies aimed at creating stable, long-term passive income with sustainable yields [1] - The portfolios are specifically designed for income investors, including retirees or near-retirees, and include seven different portfolios: 3 buy-and-hold, 3 rotational portfolios, and a 3-bucket NPP model portfolio [1] Group 2 - The offerings include two high-income portfolios, two dividend growth investing (DGI) portfolios, and a conservative NPP strategy portfolio characterized by low drawdowns and high growth potential [1]

Group 1 - The article promotes a portfolio strategy that generates income without the need for selling assets, aiming to simplify retirement investing [1] - It emphasizes a community-oriented approach to investing, encouraging collaboration and education among investors [2] - The service offers various features including model portfolios, buy/sell alerts, and regular market updates to support investors [2] Group 2 - The article mentions the involvement of contributors who provide insights and recommendations, indicating a collaborative effort in investment strategies [4] - It highlights the importance of monitoring investment positions and issuing alerts to members, ensuring active management of portfolios [4]