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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
$34.7M +$4.64M +233,673 +16%
Bank of America
2
Bank of America
North Carolina
$25.7M +$1.93M +97,143 +8%
UBS Group
3
UBS Group
Switzerland
$9.88M +$95.6K +4,815 +1%
PWM
4
Peterson Wealth Management
Nevada
$8.47M +$221K +11,106 +3%
PFC
5
Phocas Financial Corp
California
$6.74M – – –
LPL Financial
6
LPL Financial
California
$5.42M -$92.6K -4,660 -2%
RJA
7
Raymond James & Associates
Florida
$4.55M -$210K -10,561 -5%
QWM
8
QP Wealth Management
New Jersey
$4.47M -$252K -12,699 -5%
WF
9
Welch & Forbes
Massachusetts
$4.4M +$3.3M +166,268 +335%
First Trust Advisors
10
First Trust Advisors
Illinois
$2.91M +$150K +7,570 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.88M -$525K -26,405 -16%
1W
12
1776 Wealth
Georgia
$2.59M +$139K +6,987 +6%
ECA
13
Elevated Capital Advisors
Utah
$2.42M -$107K -5,399 -4%
SWP
14
ShoreHaven Wealth Partners
New Jersey
$2.38M +$2.32M +116,958 New
AWM
15
AE Wealth Management
Kansas
$2.21M +$156K +7,847 +8%
SS
16
Simplicity Solutions
Minnesota
$2.19M +$154K +7,745 +8%
WA
17
WESPAC Advisors
California
$1.79M +$363K +18,251 +26%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.74M -$850K -42,793 -33%
VIM
19
Vista Investment Management
Pennsylvania
$1.39M +$970K +48,811 +249%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.35M -$41.1K -2,067 -3%
IA
21
Insight Advisors
Pennsylvania
$1.3M +$1.27M +63,995 New
RPSA
22
Richard P. Slaughter Associates
Texas
$1.13M +$35.3K +1,779 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$1.1M +$11K +556 +1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.07M -$259K -13,055 -20%
UCMOK
25
United Capital Management of KS
Kansas
$1.01M +$93.7K +4,719 +11%
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