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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
$359M +$38.3M +1,976,898 +12%
UBS Group
2
UBS Group
Switzerland
$175M +$3.4M +175,526 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$97.4M +$4.84M +249,812 +5%
Bank of America
4
Bank of America
North Carolina
$90.2M +$2.09M +107,568 +2%
LPL Financial
5
LPL Financial
California
$84.5M +$1.66M +85,475 +2%
NA
6
NewEdge Advisors
Louisiana
$48.9M +$826K +42,608 +2%
CPSAC
7
Chas P. Smith & Associates (CPS)
Florida
$46.2M +$19.2M +989,787 +71%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$37M +$1.95M +100,749 +6%
MFG
9
Merit Financial Group
Georgia
$35.9M +$3.86M +199,054 +12%
Raymond James Financial
10
Raymond James Financial
Florida
$35.6M +$3.69M +190,427 +12%
MF
11
Montis Financial
Massachusetts
$33.6M +$3.23M +166,845 +11%
Truist Financial
12
Truist Financial
North Carolina
$26.3M +$849K +43,775 +3%
FMLI
13
Fukoku Mutual Life Insurance
Japan
$24.4M – – –
LEA
14
Legacy Edge Advisors
New York
$21.8M +$1.48M +76,326 +7%
AAS
15
Annex Advisory Services
Wisconsin
$18.9M +$1.33M +68,734 +8%
CFG
16
Citizens Financial Group
Rhode Island
$18.8M -$13.3K -688 -0.1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$14.2M +$1M +51,807 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$12.7M +$125K +6,432 +1%
EL
19
Essex LLC
Illinois
$12.5M -$695K -35,828 -5%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$12M -$3.29M -169,714 -22%
IIA
21
Integral Investment Advisors
California
$11.7M +$284K +14,666 +2%
AWC
22
Adamsbrown Wealth Consultants
Kansas
$8.63M +$170K +8,773 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$8.53M +$1.4M +72,107 +20%
KFI
24
Key Financial Inc
Pennsylvania
$7.73M -$427K -22,027 -5%
HighTower Advisors
25
HighTower Advisors
Illinois
$7.48M +$2.97M +153,016 +66%
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