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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
$316M +$20.2M +1,076,458 +7%
UBS Group
2
UBS Group
Switzerland
$160M +$4.43M +236,556 +3%
Bank of America
3
Bank of America
North Carolina
$86.3M +$2.34M +124,646 +3%
LPL Financial
4
LPL Financial
California
$71.8M +$5.99M +319,485 +9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$62.4M +$6.66M +355,102 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.1M +$7.04M +375,497 +18%
NA
7
NewEdge Advisors
Louisiana
$42M +$3.88M +207,123 +10%
CPSAC
8
Chas P. Smith & Associates (CPS)
Florida
$41.9M +$1.58M +84,469 +4%
Raymond James Financial
9
Raymond James Financial
Florida
$33.4M -$3.44M -183,366 -9%
JP Morgan Chase
10
JP Morgan Chase
New York
$27.3M -$2.34M -124,653 -8%
MFG
11
Merit Financial Group
Georgia
$27M +$27.1M +1,443,703 New
Truist Financial
12
Truist Financial
North Carolina
$20.8M +$878K +46,823 +4%
CBB
13
Citizens Business Bank
California
$17.5M +$2.24M +119,763 +15%
LEA
14
Legacy Edge Advisors
New York
$16.8M +$905K +48,302 +6%
AWC
15
Adamsbrown Wealth Consultants
Kansas
$15.4M +$1.16M +62,133 +8%
EL
16
Essex LLC
Illinois
$15.1M -$651K -34,745 -4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$14.3M +$1.94M +103,427 +16%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$14.2M -$173K -9,253 -1%
Osaic Holdings
19
Osaic Holdings
Arizona
$13M -$188K -10,053 -1%
FMLI
20
Fukoku Mutual Life Insurance
Japan
$11.6M – – –
CFG
21
Citizens Financial Group
Rhode Island
$10.7M -$153K -8,151 -1%
CCMG
22
Clark Capital Management Group
Pennsylvania
$8.45M +$2.25M +119,884 +36%
IIA
23
Integral Investment Advisors
California
$7.96M +$64.2K +3,424 +0.8%
KFI
24
Key Financial Inc
Pennsylvania
$7.94M -$343K -18,278 -4%
ECA
25
Elevated Capital Advisors
Utah
$7M -$608K -32,439 -8%
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