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First Trust Institutional Preferred Securities and Income ETF
FPEI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$382M -$2.68M -139,398 -0.7%
UBS Group
2
UBS Group
Switzerland
$193M +$3.54M +184,115 +2%
Bank of America
3
Bank of America
North Carolina
$116M -$60.2K -3,130 -0.1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$103M -$1.07M -55,390 -1%
LPL Financial
5
LPL Financial
California
$86.9M +$4.23M +220,173 +5%
NA
6
NewEdge Advisors
Louisiana
$43.8M +$1.5M +77,992 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$40M -$68.1K -3,541 -0.2%
MF
8
Montis Financial
Massachusetts
$36.7M +$1.67M +87,045 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$32.8M +$2.17M +112,776 +7%
Truist Financial
10
Truist Financial
North Carolina
$31M +$2.65M +137,870 +9%
LEA
11
Legacy Edge Advisors
New York
$24.3M +$899K +46,778 +4%
FMLI
12
Fukoku Mutual Life Insurance
Japan
$24.3M – – –
AAS
13
Annex Advisory Services
Wisconsin
$22.1M +$2.32M +120,692 +12%
CFG
14
Citizens Financial Group
Rhode Island
$19.2M +$28.8K +1,500 +0.2%
Osaic Holdings
15
Osaic Holdings
Arizona
$14.9M +$1.29M +67,050 +10%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$13.6M +$587K +30,520 +5%
EL
17
Essex LLC
Illinois
$12.5M +$37.9K +1,972 +0.3%
APFP
18
Action Point Financial Planning
Michigan
$12.2M +$12.2M +632,338 New
IIA
19
Integral Investment Advisors
California
$12M +$156K +8,100 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$10.5M +$412K +21,405 +4%
ML
21
McAdam LLC
Pennsylvania
$10.4M +$5.59M +290,652 +117%
GWM
22
Geneos Wealth Management
Colorado
$9.63M +$223K +11,572 +2%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$9.08M -$3.1M -161,177 -26%
PNC
24
Park National Corp
Ohio
$8.76M +$6.12M +318,029 +234%
LC
25
Legacy CG
Texas
$8.33M +$310K +16,116 +4%
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