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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
$14.3M +$838K +43,733 +6%
Bank of America
2
Bank of America
North Carolina
$10.5M +$6.96M +363,044 +204%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.21M +$1.25M +65,231 +18%
PFC
4
Phocas Financial Corp
California
$5.68M – – –
LPL Financial
5
LPL Financial
California
$5.67M +$445K +23,215 +9%
FAAS
6
First Allied Advisory Services
California
$5.45M -$1.43M -74,830 -21%
SEIA
7
Signature Estate & Investment Advisors
California
$4.71M -$1.12M -58,677 -19%
First Trust Advisors
8
First Trust Advisors
Illinois
$4.05M +$289K +15,089 +8%
UBS Group
9
UBS Group
Switzerland
$2.97M +$44.2K +2,304 +2%
RJA
10
Raymond James & Associates
Florida
$2.37M +$371K +19,383 +19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.07M -$29.6K -1,545 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$1.51M -$104K -5,449 -7%
ASN
13
Advisory Services Network
Georgia
$1.48M +$190K +9,918 +15%
CIAS
14
Capital Investment Advisory Services
North Carolina
$957K +$278K +14,506 +42%
BRWM
15
B. Riley Wealth Management
Tennessee
$790K +$1.53K +80 +0.2%
HighTower Advisors
16
HighTower Advisors
Illinois
$768K +$754K +39,360 New
Jane Street
17
Jane Street
New York
$738K -$4.09M -213,368 -85%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$730K +$203K +10,584 +39%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$678K +$637K +33,223 +1,954%
BTS
20
BB&T Securities
Virginia
$414K +$7.59K +396 +2%
AG
21
Advisor Group
Arizona
$349K +$131K +6,846 +61%
PAG
22
Private Advisor Group
New Jersey
$324K -$262K -13,697 -45%
Stifel Financial
23
Stifel Financial
Missouri
$322K +$43.7K +2,279 +16%
GFPC
24
Global Financial Private Capital
Florida
$82K +$81.3K +4,245 New
TFS
25
TrustCore Financial Services
Tennessee
$58K – – –
1
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