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First Trust Institutional Preferred Securities and Income ETF
FPEI

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1
Signature Estate & Investment Advisors
California
$29.5M -$2.43M -125,683 -8%
Morgan Stanley
2
Morgan Stanley
New York
$28.5M +$6.82M +352,822 +32%
Bank of America
3
Bank of America
North Carolina
$22.6M +$2.24M +115,947 +11%
UBS Group
4
UBS Group
Switzerland
$9.3M +$430K +22,249 +5%
PWM
5
Peterson Wealth Management
Nevada
$7.84M -$86.9K -4,496 -1%
PFC
6
Phocas Financial Corp
California
$5.82M – – –
LPL Financial
7
LPL Financial
California
$5.25M -$40.8K -2,112 -0.8%
RJA
8
Raymond James & Associates
Florida
$4.53M -$2.7M -139,825 -37%
QWM
9
QP Wealth Management
New Jersey
$4.5M -$34.6K -1,790 -0.8%
Citadel Advisors
10
Citadel Advisors
Florida
$3.3M -$1.96M -101,268 -37%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.25M +$558K +28,867 +21%
First Trust Advisors
12
First Trust Advisors
Illinois
$2.62M -$544K -28,164 -17%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.48M +$659K +34,105 +36%
ECA
14
Elevated Capital Advisors
Utah
$2.46M -$51.7K -2,675 -2%
1W
15
1776 Wealth
Georgia
$2.33M +$176K +9,089 +8%
AWM
16
AE Wealth Management
Kansas
$1.95M +$1.42M +73,676 +276%
SS
17
Simplicity Solutions
Minnesota
$1.93M +$1.42M +73,460 +280%
WA
18
WESPAC Advisors
California
$1.35M +$193 +10 +0%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.32M +$193K +9,964 +17%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.27M +$45.4K +2,349 +4%
OMC
21
Old Mission Capital
Illinois
$1.17M +$1.16M +60,133 New
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$1.14M +$47K +2,432 +4%
RPSA
23
Richard P. Slaughter Associates
Texas
$1.04M +$1.04M +53,673 New
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.03M +$1.03M +53,365 New
WF
25
Welch & Forbes
Massachusetts
$961K +$958K +49,561 New
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