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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
$210M +$11.5M +674,435 +6%
UBS Group
2
UBS Group
Switzerland
$115M +$1.02M +59,700 +0.9%
Bank of America
3
Bank of America
North Carolina
$74.5M +$28.1M +1,647,671 +65%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$60.1M +$408K +23,903 +0.7%
LPL Financial
5
LPL Financial
California
$50.7M +$7.18M +420,310 +17%
GCIM
6
Gunn & Company Investment Management
Florida
$36.2M +$32.6M +1,906,834 +1,552%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$36.2M +$34.7M +2,029,706 New
Jane Street
8
Jane Street
New York
$19.1M +$17.6M +1,033,203 +2,732%
MMA
9
Miracle Mile Advisors
California
$17.7M -$10.2M -599,481 -38%
CBB
10
Citizens Business Bank
California
$17.3M -$661K -38,744 -4%
EL
11
Essex LLC
Illinois
$16M +$595K +34,875 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$15.2M +$3.9M +228,513 +37%
KFI
13
Key Financial Inc
Pennsylvania
$14.9M +$6.91M +404,949 +95%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$13M +$1.98M +115,730 +19%
Truist Financial
15
Truist Financial
North Carolina
$12.1M +$4.13M +241,941 +56%
Renaissance Technologies
16
Renaissance Technologies
New York
$11.5M +$9.48M +555,562 +620%
FMLI
17
Fukoku Mutual Life Insurance
Japan
$11.1M – – –
AWC
18
Adamsbrown Wealth Consultants
Kansas
$10.5M +$376K +21,996 +4%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.86M -$100K -5,880 -1%
RJA
20
Raymond James & Associates
Florida
$8.84M -$525K -30,766 -6%
Osaic Holdings
21
Osaic Holdings
Arizona
$8.5M -$3.06M -179,190 -27%
ECA
22
Elevated Capital Advisors
Utah
$6.94M -$13.2K -776 -0.2%
JP Morgan Chase
23
JP Morgan Chase
New York
$5.56M +$5.33M +312,106 New
LEA
24
Legacy Edge Advisors
New York
$4.84M +$4.63M +271,292 New
Stifel Financial
25
Stifel Financial
Missouri
$4.62M -$352K -20,640 -7%
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