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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
$214M -$1.31M -72,100 -0.6%
UBS Group
2
UBS Group
Switzerland
$135M -$1.66M -91,383 -1%
Bank of America
3
Bank of America
North Carolina
$83.1M +$1.91M +105,026 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$56.6M +$636K +34,914 +1%
LPL Financial
5
LPL Financial
California
$52.1M +$6.44M +353,767 +14%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$38.9M +$251K +13,776 +0.7%
GCIM
7
Gunn & Company Investment Management
Florida
$38.9M +$36.3M +1,991,957 +1,585%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$25.5M +$1.98M +108,761 +8%
CBB
9
Citizens Business Bank
California
$17.9M -$112K -6,168 -0.6%
KFI
10
Key Financial Inc
Pennsylvania
$16.4M +$205K +11,282 +1%
EL
11
Essex LLC
Illinois
$16.2M -$117K -6,412 -0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$14.2M -$230K -12,651 -2%
Truist Financial
13
Truist Financial
North Carolina
$14M +$556K +30,547 +4%
LEA
14
Legacy Edge Advisors
New York
$11.7M +$2.32M +127,403 +25%
AWC
15
Adamsbrown Wealth Consultants
Kansas
$11.4M +$58.6K +3,220 +0.5%
FMLI
16
Fukoku Mutual Life Insurance
Japan
$11.4M – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$11.1M -$141K -7,717 -1%
RJA
18
Raymond James & Associates
Florida
$9.39M -$72.4K -3,974 -0.8%
CFG
19
Citizens Financial Group
Rhode Island
$8.2M +$8.12M +446,120 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$7.66M +$15.9K +872 +0.2%
ECA
21
Elevated Capital Advisors
Utah
$7.5M -$33K -1,812 -0.4%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$7.27M +$584K +32,043 +9%
Renaissance Technologies
23
Renaissance Technologies
New York
$6.42M -$2.2M -121,025 -26%
JP Morgan Chase
24
JP Morgan Chase
New York
$5.67M -$15.7M -861,169 -74%
FA
25
Flagstar Advisors
New York
$4.81M +$291K +16,000 +7%
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