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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
$379M +$27M +1,392,965 +8%
UBS Group
2
UBS Group
Switzerland
$186M +$15.4M +794,651 +9%
Bank of America
3
Bank of America
North Carolina
$114M +$26.4M +1,364,824 +29%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$102M +$6.81M +351,265 +7%
LPL Financial
5
LPL Financial
California
$81.4M -$1.39M -71,690 -2%
CPSAC
6
Chas P. Smith & Associates (CPS)
Florida
$46.1M +$858K +44,306 +2%
NA
7
NewEdge Advisors
Louisiana
$41.6M -$6.41M -330,804 -13%
Raymond James Financial
8
Raymond James Financial
Florida
$39.5M +$4.63M +238,747 +13%
MF
9
Montis Financial
Massachusetts
$34.5M +$1.58M +81,387 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$30.2M -$6.19M -319,320 -17%
Truist Financial
11
Truist Financial
North Carolina
$27.9M +$2.13M +109,888 +8%
Jane Street
12
Jane Street
New York
$27.1M +$27.7M +1,428,742 New
FMLI
13
Fukoku Mutual Life Insurance
Japan
$23.9M – – –
LEA
14
Legacy Edge Advisors
New York
$23.1M +$1.76M +91,086 +8%
AAS
15
Annex Advisory Services
Wisconsin
$19.5M +$1.03M +53,239 +5%
CFG
16
Citizens Financial Group
Rhode Island
$18.9M +$533K +27,511 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$13.4M +$943K +48,648 +7%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$12.8M -$1.13M -58,221 -8%
EL
19
Essex LLC
Illinois
$12.3M +$69.2K +3,573 +0.6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$12M +$278K +14,336 +2%
IIA
21
Integral Investment Advisors
California
$11.7M +$237K +12,226 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$9.95M +$2.66M +137,522 +36%
MFG
23
Merit Financial Group
Georgia
$9.38M -$26.3M -1,359,134 -73%
GWM
24
Geneos Wealth Management
Colorado
$9.27M +$2.87M +148,284 +44%
AWC
25
Adamsbrown Wealth Consultants
Kansas
$8.65M +$191K +9,843 +2%
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