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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
$172M +$76.7M +4,370,563 +83%
UBS Group
2
UBS Group
Switzerland
$52.7M +$3.36M +191,623 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$48.8M +$31.4M +1,790,778 +188%
Bank of America
4
Bank of America
North Carolina
$39M +$3.12M +178,019 +9%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$35.9M +$35.3M +2,014,435 New
MMA
6
Miracle Mile Advisors
California
$20.2M +$19.9M +1,132,043 New
LPL Financial
7
LPL Financial
California
$19.9M +$4.42M +251,973 +29%
EL
8
Essex LLC
Illinois
$16.1M -$1.42M -80,854 -8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$13.3M +$9.81M +558,917 +293%
CAG
10
Csenge Advisory Group
Florida
$12.9M +$12.5M +714,632 +6,280%
BFG
11
Beacon Financial Group
Texas
$12.6M +$12.4M +705,180 New
RJA
12
Raymond James & Associates
Florida
$11M +$64.7K +3,690 +0.6%
CCA
13
Clearwater Capital Advisors
Illinois
$9.99M +$2.05M +116,957 +26%
AWC
14
Adamsbrown Wealth Consultants
Kansas
$9.58M +$1.39M +78,988 +17%
SAM
15
Synergy Asset Management
Washington
$9.37M +$9.23M +526,357 New
Osaic Holdings
16
Osaic Holdings
Arizona
$8.32M +$3.89M +221,885 +90%
ECA
17
Elevated Capital Advisors
Utah
$8.23M +$155K +8,815 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$7.9M -$92.9K -5,296 -1%
CCIA
19
Cherry Creek Investment Advisors
Colorado
$6.71M -$519K -29,563 -7%
AWE
20
Avidian Wealth Enterprises
Texas
$5.96M +$5.87M +334,753 New
MFG
21
Magnus Financial Group
New York
$5.7M +$4.59M +261,392 +446%
PWM
22
Peterson Wealth Management
Nevada
$5.43M -$178K -10,140 -3%
Truist Financial
23
Truist Financial
North Carolina
$5.4M +$82.5K +4,704 +2%
SWM
24
Shelton Wealth Management
Texas
$5.24M +$258K +14,703 +5%
MAM
25
Milestone Asset Management
Pennsylvania
$4.85M +$4.59M +261,383 New
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