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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
$84.2M +$28.6M +1,397,267 +51%
Bank of America
2
Bank of America
North Carolina
$45.2M +$14.5M +708,690 +47%
UBS Group
3
UBS Group
Switzerland
$23.5M +$249K +12,152 +1%
EL
4
Essex LLC
Illinois
$15.9M +$1.95M +95,029 +14%
JIP
5
Jaffetilchin Investment Partners
Florida
$13.3M +$54.9K +2,678 +0.4%
BIM
6
Bullseye Investment Management
Ohio
$10.3M +$10.3M +504,243 New
LPL Financial
7
LPL Financial
California
$9.7M +$1.54M +75,174 +19%
WAM
8
WealthTrust Asset Management
Florida
$9.27M +$2.52M +123,121 +37%
CCIA
9
Cherry Creek Investment Advisors
Colorado
$8.34M +$146K +7,111 +2%
SMF
10
Sterling Manor Financial
New York
$8.05M +$3.16M +154,096 +64%
WF
11
Welch & Forbes
Massachusetts
$7.1M -$15K -731 -0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$6.41M +$219K +10,691 +4%
RJA
13
Raymond James & Associates
Florida
$6.3M +$1.33M +65,009 +27%
PFC
14
Phocas Financial Corp
California
$5.9M +$46.1K +2,250 +0.8%
PWM
15
Peterson Wealth Management
Nevada
$5.86M +$478K +23,322 +9%
AWM
16
AE Wealth Management
Kansas
$5.39M +$263K +12,824 +5%
AWC
17
Adamsbrown Wealth Consultants
Kansas
$5.3M +$5.32M +259,660 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.27M +$945K +46,076 +22%
MFGM
19
Marshall Financial Group (Maryland)
Maryland
$5.13M +$5.15M +251,340 New
QWM
20
QP Wealth Management
New Jersey
$4.92M +$7.38K +360 +0.1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$4.67M +$1.29M +63,129 +38%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$4.56M -$320K -15,590 -7%
SA
23
Stonebridge Advisors
Connecticut
$4.15M +$4.17M +203,571 New
1W
24
1776 Wealth
Georgia
$3.94M -$284K -13,867 -7%
WAM
25
Walker Asset Management
Missouri
$3.54M +$3.56M +173,736 New
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