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First Trust Institutional Preferred Securities and Income ETF
FPEI

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
176
Allworth Financial
California
$6.53K +$6.65K +355 New
CIAS
177
Capital Investment Advisory Services
North Carolina
$5.61K – – –
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$561 -$1.31K -70 -70%
NMG
179
New Millennium Group
Utah
$131 – – –
DFA
180
DHJJ Financial Advisors
Illinois
$103 – – –
CAM
181
Creekmur Asset Management
Illinois
$11 – – –
SA
182
Stonebridge Advisors
Connecticut
– -$6.87M -367,239 Closed
SAM
183
Synergy Asset Management
Washington
– -$4.95M -264,352 Closed
AAS
184
Asset Allocation Strategies
Michigan
– -$1.73M -97,219 Closed
IAA
185
Independent Advisor Alliance
North Carolina
– -$1.19M -63,809 Closed
CWA
186
Clarus Wealth Advisors
Arizona
– -$549K -29,638 Closed
KA
187
Kovack Advisors
Florida
– -$451K -24,108 Closed
KWA
188
Kingswood Wealth Advisors
California
– -$372K -19,900 Closed
OMC
189
Old Mission Capital
Illinois
– -$269K -14,411 Closed
Citadel Advisors
190
Citadel Advisors
Florida
– -$266K -14,234 Closed
CP
191
Castleview Partners
Texas
– -$245K -13,054 Closed
TC
192
TFR Capital
Texas
– -$214K -11,447 Closed
AI
193
Atria Investments
North Carolina
– -$203K -10,855 Closed
BRWA
194
B. Riley Wealth Advisors
Florida
– -$200K -10,671 Closed
SMC
195
Smith, Moore & Co
Missouri
– -$195K -10,435 Closed
CFGS
196
Concourse Financial Group Securities
Alabama
– -$44.9K -2,398 Closed
CAL
197
Capital Analysts LLC
Pennsylvania
– -$8K -440 Closed
KIM
198
Kestra Investment Management
Texas
– -$6.43K -344 Closed
CAS
199
Coppell Advisory Solutions
Texas
– -$3.74K -200 Closed
Fidelity Investments
200
Fidelity Investments
Massachusetts
– -$112 -6 Closed
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