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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
$187M +$42.4M +2,482,589 +29%
UBS Group
2
UBS Group
Switzerland
$107M +$26.6M +1,557,412 +32%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$56.5M -$2.45M -143,620 -4%
Bank of America
4
Bank of America
North Carolina
$42.7M +$6.03M +353,185 +16%
LPL Financial
5
LPL Financial
California
$40.9M +$5.5M +322,097 +15%
MMA
6
Miracle Mile Advisors
California
$26.9M +$2.83M +165,581 +12%
CBB
7
Citizens Business Bank
California
$17.1M -$502K -29,419 -3%
EL
8
Essex LLC
Illinois
$14.6M -$487K -28,551 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.1M +$4.52M +264,694 +68%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.5M +$1.77M +103,612 +20%
FMLI
11
Fukoku Mutual Life Insurance
Japan
$10.5M +$10.6M +620,000 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$10.3M -$2.07M -121,517 -17%
AWC
13
Adamsbrown Wealth Consultants
Kansas
$9.53M +$292K +17,134 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.43M +$135K +7,912 +1%
SA
15
Stonebridge Advisors
Connecticut
$9.23M +$9.86M +577,981 New
RJA
16
Raymond James & Associates
Florida
$8.89M +$75.6K +4,429 +0.8%
Truist Financial
17
Truist Financial
North Carolina
$7.35M +$1.39M +81,548 +23%
KFI
18
Key Financial Inc
Pennsylvania
$7.23M +$2.91M +170,635 +66%
ECA
19
Elevated Capital Advisors
Utah
$6.59M +$63.9K +3,744 +1%
MFG
20
Magnus Financial Group
New York
$6.4M +$398K +23,328 +7%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$6.39M -$55.2K -3,234 -0.8%
CCIA
22
Cherry Creek Investment Advisors
Colorado
$5.83M -$582K -34,139 -9%
Stifel Financial
23
Stifel Financial
Missouri
$4.72M +$86.5K +5,070 +2%
SWM
24
Shelton Wealth Management
Texas
$4.7M -$77.9K -4,565 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$4.25M -$275K -16,101 -6%
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