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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
$295M +$14.9M +793,033 +5%
UBS Group
2
UBS Group
Switzerland
$156M +$7.18M +380,818 +5%
Bank of America
3
Bank of America
North Carolina
$84M -$8.57M -454,571 -9%
LPL Financial
4
LPL Financial
California
$65.8M +$12.1M +641,323 +22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$55.7M +$920K +48,838 +2%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$40.4M +$736K +39,037 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$39M +$1.03M +54,519 +3%
NA
8
NewEdge Advisors
Louisiana
$38.2M +$2.88M +152,967 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$36.8M +$37.1M +1,968,287 New
JP Morgan Chase
10
JP Morgan Chase
New York
$29.7M +$12.3M +652,332 +70%
Truist Financial
11
Truist Financial
North Carolina
$19.9M +$790K +41,898 +4%
CBB
12
Citizens Business Bank
California
$18.7M -$2.62M -138,855 -15%
LEA
13
Legacy Edge Advisors
New York
$15.9M +$1.95M +103,665 +14%
EL
14
Essex LLC
Illinois
$15.7M -$689K -36,533 -4%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$14.3M +$2.72M +144,403 +23%
AWC
16
Adamsbrown Wealth Consultants
Kansas
$14.3M +$1.96M +103,885 +16%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.2M -$1.34M -71,092 -9%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.4M +$2.9M +154,054 +30%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$11.6M – – –
CFG
20
Citizens Financial Group
Rhode Island
$10.9M -$671K -35,584 -6%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$8.7M +$3.74M +198,201 +74%
KFI
22
Key Financial Inc
Pennsylvania
$8.28M -$9.91M -525,646 -54%
IIA
23
Integral Investment Advisors
California
$7.89M +$2.63M +139,757 +49%
ECA
24
Elevated Capital Advisors
Utah
$7.61M +$9.09K +482 +0.1%
SA
25
Stonebridge Advisors
Connecticut
$6.87M +$6.92M +367,239 New
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