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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
$320M +$21.4M +1,116,334 +7%
UBS Group
2
UBS Group
Switzerland
$171M +$3.92M +204,869 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$92.3M +$7.97M +416,025 +10%
Bank of America
4
Bank of America
North Carolina
$87.9M +$3.85M +200,889 +5%
LPL Financial
5
LPL Financial
California
$82.6M +$10.4M +542,136 +15%
NA
6
NewEdge Advisors
Louisiana
$47.9M +$2.26M +117,902 +5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$34.9M -$4.81M -251,293 -12%
MFG
8
Merit Financial Group
Georgia
$32M +$1.86M +97,331 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$31.9M -$6.89M -359,508 -18%
MF
10
Montis Financial
Massachusetts
$30.3M +$29.8M +1,557,608 +14,195%
CPSAC
11
Chas P. Smith & Associates (CPS)
Florida
$26.9M -$17.3M -901,440 -39%
Truist Financial
12
Truist Financial
North Carolina
$25.4M +$2M +104,624 +9%
FMLI
13
Fukoku Mutual Life Insurance
Japan
$24.3M +$12.2M +639,000 +103%
LEA
14
Legacy Edge Advisors
New York
$20.2M +$2.02M +105,561 +11%
CFG
15
Citizens Financial Group
Rhode Island
$18.7M +$349K +18,210 +2%
AAS
16
Annex Advisory Services
Wisconsin
$17.5M +$1.2M +62,592 +7%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$15.2M -$164K -8,557 -1%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$13.2M -$455K -23,737 -3%
EL
19
Essex LLC
Illinois
$13.1M -$1.64M -85,532 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$12.5M -$1.43M -74,522 -10%
IIA
21
Integral Investment Advisors
California
$11.4M +$18.3K +956 +0.2%
AWC
22
Adamsbrown Wealth Consultants
Kansas
$8.44M -$8.17M -426,594 -49%
KFI
23
Key Financial Inc
Pennsylvania
$8.14M +$326K +17,031 +4%
SAM
24
Synergy Asset Management
Washington
$7.68M +$3.88M +202,340 +100%
JP Morgan Chase
25
JP Morgan Chase
New York
$7.11M -$1.08M -56,499 -13%
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