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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
$163M +$1.81M +100,579 +1%
UBS Group
2
UBS Group
Switzerland
$61.1M +$12.4M +690,781 +23%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$46.1M +$149K +8,286 +0.3%
Bank of America
4
Bank of America
North Carolina
$39.4M +$2.87M +159,827 +7%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$35.3M +$1.7M +94,636 +5%
LPL Financial
6
LPL Financial
California
$32.5M +$14.8M +823,384 +74%
MMA
7
Miracle Mile Advisors
California
$25.5M +$6.97M +387,965 +34%
CBB
8
Citizens Business Bank
California
$18.4M +$19.3M +1,072,781 +4,319%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$17.7M +$5.53M +307,559 +41%
EL
10
Essex LLC
Illinois
$16.1M – – –
CAG
11
Csenge Advisory Group
Florida
$14.9M +$2.99M +166,259 +23%
BFG
12
Beacon Financial Group
Texas
$11.5M -$369K -20,526 -3%
AWC
13
Adamsbrown Wealth Consultants
Kansas
$9.17M +$175K +9,715 +2%
RJA
14
Raymond James & Associates
Florida
$9.08M -$1.35M -75,245 -12%
ECA
15
Elevated Capital Advisors
Utah
$8M +$281K +15,646 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$7.81M -$17.5K -972 -0.2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.97M -$496K -27,616 -6%
CCIA
18
Cherry Creek Investment Advisors
Colorado
$6.33M +$21.7K +1,205 +0.3%
MFG
19
Magnus Financial Group
New York
$5.88M +$562K +31,272 +10%
Jane Street
20
Jane Street
New York
$5.35M +$5.74M +319,571 New
SWM
21
Shelton Wealth Management
Texas
$5.05M +$135K +7,489 +3%
Stifel Financial
22
Stifel Financial
Missouri
$4.8M +$1.07M +59,681 +26%
Truist Financial
23
Truist Financial
North Carolina
$4.73M -$371K -20,654 -7%
First Trust Advisors
24
First Trust Advisors
Illinois
$4.44M +$624K +34,695 +15%
SCA
25
Snowden Capital Advisors
New York
$4.27M +$291K +16,192 +7%
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