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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
$88.6M +$35.2M +1,889,600 +61%
UBS Group
2
UBS Group
Switzerland
$48.3M +$28.4M +1,525,736 +127%
Bank of America
3
Bank of America
North Carolina
$40.3M +$1.1M +59,215 +3%
EL
4
Essex LLC
Illinois
$17.8M +$5.43M +291,726 +41%
RJA
5
Raymond James & Associates
Florida
$11.7M +$4.68M +251,045 +61%
LPL Financial
6
LPL Financial
California
$10.9M +$1.33M +71,464 +13%
AWC
7
Adamsbrown Wealth Consultants
Kansas
$7.49M +$1.75M +93,727 +28%
CCIA
8
Cherry Creek Investment Advisors
Colorado
$7.4M -$13.8K -740 -0.2%
WAM
9
WealthTrust Asset Management
Florida
$7.37M -$945K -50,740 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.34M +$1.09M +58,362 +16%
PWM
11
Peterson Wealth Management
Nevada
$5.17M -$1.22M -65,346 -18%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$5.07M +$623K +33,439 +13%
SWM
13
Shelton Wealth Management
Texas
$4.93M +$5.18M +278,141 New
WF
14
Welch & Forbes
Massachusetts
$4.89M -$1.3M -70,014 -20%
First Trust Advisors
15
First Trust Advisors
Illinois
$4.63M +$61.1K +3,282 +1%
PFC
16
Phocas Financial Corp
California
$4.6M -$134K -7,205 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.24M +$117K +6,272 +3%
QWM
18
QP Wealth Management
New Jersey
$3.98M -$329K -17,643 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.68M +$1.07M +57,204 +38%
Citadel Advisors
20
Citadel Advisors
Florida
$3.62M +$2.58M +138,282 +209%
UCMOK
21
United Capital Management of KS
Kansas
$3.6M +$125K +6,735 +3%
WAM
22
Walker Asset Management
Missouri
$2.96M -$130K -7,000 -4%
PWA
23
PCG Wealth Advisors
Kansas
$2.84M -$97.8K -5,248 -3%
1W
24
1776 Wealth
Georgia
$2.61M -$473K -25,376 -15%
PTP
25
Platform Technology Partners
New York
$2.4M +$2.53M +135,694 New
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