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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
$213M -$855K -47,476 -0.4%
UBS Group
2
UBS Group
Switzerland
$136M +$18.7M +1,036,428 +16%
Bank of America
3
Bank of America
North Carolina
$80.5M +$4.32M +239,799 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$55.5M -$5.84M -324,321 -10%
LPL Financial
5
LPL Financial
California
$45.2M -$6.56M -363,940 -13%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$38.3M +$1.34M +74,147 +4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$23.3M +$7.69M +426,698 +50%
JP Morgan Chase
8
JP Morgan Chase
New York
$21.3M +$15.5M +857,902 +275%
CBB
9
Citizens Business Bank
California
$17.9M +$125K +6,956 +0.7%
EL
10
Essex LLC
Illinois
$16.2M -$126K -6,976 -0.8%
KFI
11
Key Financial Inc
Pennsylvania
$16.1M +$893K +49,599 +6%
MMA
12
Miracle Mile Advisors
California
$14.3M -$3.67M -203,928 -21%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$14.3M +$1.02M +56,730 +8%
Truist Financial
14
Truist Financial
North Carolina
$13.4M +$1.01M +56,299 +8%
FMLI
15
Fukoku Mutual Life Insurance
Japan
$11.3M – – –
AWC
16
Adamsbrown Wealth Consultants
Kansas
$11.2M +$561K +31,121 +5%
Osaic Holdings
17
Osaic Holdings
Arizona
$11.1M +$2.43M +134,933 +28%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$10.8M +$720K +39,986 +7%
RJA
19
Raymond James & Associates
Florida
$9.38M +$347K +19,281 +4%
LEA
20
Legacy Edge Advisors
New York
$9.31M +$4.32M +239,593 +88%
Renaissance Technologies
21
Renaissance Technologies
New York
$8.57M -$3.15M -174,675 -27%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$7.58M +$4.74M +263,209 +172%
ECA
23
Elevated Capital Advisors
Utah
$7.47M +$375K +20,820 +5%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$6.63M +$6.25M +347,206 +2,072%
IIA
25
Integral Investment Advisors
California
$4.87M +$739K +41,022 +18%
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