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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
$286M +$62.9M +3,368,801 +29%
UBS Group
2
UBS Group
Switzerland
$152M +$10.8M +576,897 +8%
Bank of America
3
Bank of America
North Carolina
$94.3M +$7.92M +424,138 +9%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$55.9M -$2.85M -152,603 -5%
LPL Financial
5
LPL Financial
California
$54.9M +$786K +42,075 +1%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$40.4M +$31.9K +1,707 +0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$38.8M +$12M +644,842 +46%
NA
8
NewEdge Advisors
Louisiana
$36M +$33.8M +1,807,901 +2,270%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$20.4M +$5.55M +297,075 +38%
Truist Financial
10
Truist Financial
North Carolina
$19.5M +$4.85M +259,704 +34%
KFI
11
Key Financial Inc
Pennsylvania
$18.5M +$1.39M +74,532 +8%
CBB
12
Citizens Business Bank
California
$18.2M -$312K -16,730 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$17.8M +$11.7M +625,087 +202%
EL
14
Essex LLC
Illinois
$16.7M -$134K -7,162 -0.8%
Osaic Holdings
15
Osaic Holdings
Arizona
$14.8M +$3.19M +170,720 +28%
LEA
16
Legacy Edge Advisors
New York
$14.3M +$2.04M +109,083 +17%
AWC
17
Adamsbrown Wealth Consultants
Kansas
$12.6M +$703K +37,664 +6%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$11.9M +$3.83M +205,110 +49%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$11.8M – – –
CFG
20
Citizens Financial Group
Rhode Island
$11.8M +$3.21M +171,730 +38%
Renaissance Technologies
21
Renaissance Technologies
New York
$10.4M +$3.66M +195,761 +56%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$9.68M +$2.08M +111,415 +28%
RJA
23
Raymond James & Associates
Florida
$9.36M -$383K -20,501 -4%
ECA
24
Elevated Capital Advisors
Utah
$7.75M -$39.3K -2,107 -0.5%
CCMG
25
Clark Capital Management Group
Pennsylvania
$6.29M +$1.86M +99,466 +43%
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