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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
$44.3M +$9.82M +481,894 +28%
Bank of America
2
Bank of America
North Carolina
$27.6M +$2.04M +100,332 +8%
UBS Group
3
UBS Group
Switzerland
$10.1M +$268K +13,173 +3%
JIP
4
Jaffetilchin Investment Partners
Florida
$9.99M +$10M +492,877 New
PWM
5
Peterson Wealth Management
Nevada
$7.15M -$1.28M -62,619 -15%
PFC
6
Phocas Financial Corp
California
$6.6M +$6.64M +325,618 New
LPL Financial
7
LPL Financial
California
$5.94M +$555K +27,243 +10%
WF
8
Welch & Forbes
Massachusetts
$5.86M +$1.49M +73,224 +34%
QWM
9
QP Wealth Management
New Jersey
$4.68M +$231K +11,324 +5%
RJA
10
Raymond James & Associates
Florida
$4.21M -$312K -15,322 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.52M +$663K +32,543 +23%
First Trust Advisors
12
First Trust Advisors
Illinois
$3.29M +$397K +19,468 +14%
AWM
13
AE Wealth Management
Kansas
$3.08M +$887K +43,528 +40%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.97M +$1.25M +61,452 +72%
1W
15
1776 Wealth
Georgia
$2.62M +$42.8K +2,098 +2%
ECA
16
Elevated Capital Advisors
Utah
$2.42M -$8.82K -433 -0.4%
SWP
17
ShoreHaven Wealth Partners
New Jersey
$1.78M -$591K -28,991 -25%
VIM
18
Vista Investment Management
Pennsylvania
$1.44M +$52.7K +2,584 +4%
WA
19
WESPAC Advisors
California
$1.41M -$368K -18,053 -21%
UCMOK
20
United Capital Management of KS
Kansas
$1.41M +$408K +20,006 +40%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$1.38M +$744K +36,501 +115%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.34M +$255K +12,494 +23%
RPSA
23
Richard P. Slaughter Associates
Texas
$1.22M +$95.3K +4,674 +8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.19M +$124K +6,079 +12%
IAN
25
Integrated Advisors Network
Texas
$853K +$858K +42,090 New
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