FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q2 2026 (June 30)463holders −2
45new positions
44sold out
2famous investors
$17.88avg. 13F price*
At the end of Q2 2026, 463 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, down 2 from Q1 2026. 45 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($957.6M), Royal Bank of Canada ($350.2M) and LPL Financial LLC ($331.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT-Preferred Secur & Inc. ETF
- Filed as
- FIRST TR EXCH TRADED FD III (Q2 2026)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $71.9M |
| Exits | 44 | $74.0M |
All 13F filers, Q1 2026 → Q2 2026: 11,945,743 shares bought and 11,794,453 shares sold, net +151,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 463 holders
| Morgan Stanley | 0.05% | Add +1.5% | 53,554,746 | $957.6M |
| Royal Bank of Canada | 0.06% | Add +0.1% | 19,584,015 | $350.2M |
| LPL Financial LLC | 0.07% | Add +3.8% | 18,509,769 | $331.0M |
| Wells Fargo & Company | 0.06% | Add +7.7% | 18,324,364 | $327.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -1.9% | 10,005,158 | $178.9M |
| UBS Group AG | 0.03% | Reduce -2.5% | 9,120,419 | $163.1M |
| Bank of America Corp. | 0.01% | Add +5.0% | 9,085,190 | $162.4M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 5,248,497 | $93.8M |
| HighTower Advisors, LLC | 0.06% | Add +0.3% | 3,472,189 | $62.1M |
| Cetera Investment Advisers | 0.05% | Add +10.5% | 3,276,892 | $58.6M |
| Stifel Financial Corp. | 0.04% | Add +10.8% | 2,606,231 | $46.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 2,516,214 | $45.0M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -0.2% | 2,421,331 | $43.3M |
| MAI Capital Management | 0.15% | Add +11.1% | 2,219,975 | $39.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.1% | 2,216,273 | $39.6M |
| Advisory Alpha, LLC | 0.96% | Add +1.7% | 2,184,822 | $39.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.2% | 2,041,355 | $36.5M |
| Baird Financial Group, Inc. | 0.05% | Add +3.4% | 2,028,641 | $36.3M |
| Magnus Financial Group LLC | 2.49% | Add +3.9% | 1,959,719 | $35.0M |
| Park National Corp. | 0.95% | Add +2.0% | 1,903,567 | $34.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.7% | 1,550,463 | $27.7M |
| Falcon Wealth Planning | 1.74% | Add +1.3% | 1,534,702 | $27.4M |
| Truist Financial Corp. | 0.03% | Add +2.0% | 1,533,802 | $27.4M |
| Affinity Wealth Management LLC | 3.47% | Add +1.4% | 1,508,832 | $27.0M |
| Prospera Financial Services Inc | 0.37% | Reduce -6.8% | 1,413,667 | $25.3M |
| Country Trust Bank | 0.41% | Add +0.2% | 1,309,301 | $23.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.7% | 1,303,372 | $23.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Add +4.3% | 1,293,097 | $23.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.4% | 1,115,602 | $19.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +7.7% | 1,102,564 | $19.7M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Add +18.1% | 1,092,360 | $19.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.2% | 1,059,188 | $18.9M |
| HCR Wealth Advisors | 1.65% | Add +2.9% | 1,027,972 | $18.4M |
| Parkside Investments, LLC | 2.02% | Add +51.3% | 1,021,131 | $18.3M |
| Citigroup Inc. | 0.01% | Reduce -12.5% | 984,754 | $17.6M |
| Arax Advisory Partners | 0.11% | Add +3.0% | 894,648 | $16.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +54.1% | 862,964 | $15.4M |
| Waverly Advisors, LLC | 0.09% | Add +4.7% | 842,725 | $15.1M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +23.8% | 816,488 | $14.6M |
| Avidian Wealth Enterprises, LLC | 0.40% | Add +2.0% | 799,715 | $14.3M |
| &partners | 0.06% | Add +6.2% | 790,728 | $14.1M |
| Fiduciary Financial Advisors | 1.43% | New | 787,556 | $14.1M |
| Twelve Points Wealth Management LLC | 2.78% | Add +15.9% | 775,066 | $13.9M |
| Ameritas Investment Partners, Inc. | 0.36% | Add +5.4% | 754,936 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.0% | 741,502 | $13.3M |
| Jones Financial Companies LLLP | 0.01% | Add +13.1% | 735,831 | $13.1M |
| Curran Financial Partners, LLC | 1.91% | Add +12.6% | 715,791 | $12.8M |
| Wealthspire Retirement, LLC | 0.62% | New | 634,468 | $11.3M |
| MML Investors Services, LLC | 0.02% | Add +13.8% | 630,773 | $11.3M |
| Trinity Legacy Partners, LLC | 2.25% | Add +6.3% | 628,202 | $11.3M |
| Bank of Montreal | 0.00% | Reduce -3.4% | 611,306 | $10.9M |
| Csenge Advisory Group | 0.43% | Add +0.1% | 596,441 | $10.7M |
| Quad-Cities Investment Group, LLC | 3.63% | Add +5.2% | 564,160 | $10.1M |
| Seros Financial, LLC | 5.17% | Add +7.1% | 555,256 | $9.9M |
| Summit Financial, LLC | 0.11% | Reduce -5.6% | 546,256 | $9.8M |
| Glassy Mountain Advisors, Inc. | 2.63% | Add +8.7% | 537,655 | $9.6M |
| US Bancorp \de | 0.01% | Add +4.1% | 518,224 | $9.3M |
| Mariner, LLC | 0.01% | Reduce -39.8% | 502,570 | $9.0M |
| Midwest Heritage Bank, FSB | 2.51% | Add +4.4% | 495,910 | $8.9M |
| Chicago Partners Investment Group LLC | 0.18% | Add +5.7% | 499,130 | $8.9M |
| Fifth Third Bancorp | 0.01% | Add +3.5% | 494,700 | $8.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.2% | 494,301 | $8.8M |
| Larch Capital Partners LLC | 1.24% | Add +53.6% | 483,745 | $8.6M |
| Fifth Third Securities, Inc. | 0.49% | Add +9.3% | 481,579 | $8.6M |
| Newman Dignan & Sheerar, Inc. | 1.64% | Add +4.2% | 478,985 | $8.6M |
| Prasad Wealth Partners, LLC | 2.03% | Add +0.7% | 470,663 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +3.5% | 467,096 | $8.4M |
| Equitable Holdings, Inc. | 0.05% | Reduce -25.8% | 464,148 | $8.3M |
| Kinloch Capital, LLC | 2.94% | Reduce -47.6% | 450,032 | $8.0M |
| Oppenheimer & Co. Inc. | 0.08% | Add +1.6% | 442,504 | $7.9M |
| Harbour Investments, Inc. | 0.11% | Add +2.8% | 440,514 | $7.9M |
| Gradient Investments LLC | 0.11% | Add +3.0% | 436,935 | $7.8M |
| PFS Partners, LLC | 3.06% | Add +3.8% | 422,184 | $7.5M |
| Glass Jacobson Investment Advisors llc | 2.27% | Add +1.0% | 407,228 | $7.3M |
| Stephens Inc. | 0.08% | Add +1.0% | 395,161 | $7.1M |
| Marion Wealth Management | 1.43% | Add +3.5% | 390,957 | $7.0M |
| Blackhawk Capital Partners, LLC | 2.26% | New | 387,592 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.26% | Reduce -31.8% | 360,906 | $6.5M |
| First Trust Advisors LP | 0.00% | Add +8.0% | 357,462 | $6.4M |
| Juno Financial Group LLC | 2.22% | Add +8.4% | 350,656 | $6.3M |
| IMA Advisory Services, Inc. | 0.38% | Add +0.6% | 342,759 | $6.1M |
| Howard Financial Services, LTD. | 0.61% | Reduce -3.5% | 341,178 | $6.1M |
| Ironwood Investment Counsel, LLC | 0.79% | Reduce -2.2% | 338,684 | $6.1M |
| Arq Wealth Advisors, LLC | 0.74% | New | 334,419 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +7.8% | 328,945 | $5.9M |
| Triumph Capital Management | 1.06% | New | 326,283 | $5.8M |
| Park Avenue Securities LLC | 0.04% | Add +8.8% | 325,730 | $5.8M |
| Traction Financial Partners, LLC | 3.02% | Add +1.8% | 318,020 | $5.7M |
| Mainsail Financial Group, LLC | 1.91% | Reduce -21.6% | 314,191 | $5.6M |
| Uniting Wealth Partners, LLC | 1.14% | Add +8.3% | 313,744 | $5.6M |
| Family Legacy, Inc. | 1.45% | Reduce -0.5% | 303,714 | $5.4M |
| Valmark Advisers, Inc. | 0.06% | Add +4.4% | 298,387 | $5.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.2% | 296,706 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.4% | 281,604 | $5.0M |
| Kingsview Wealth Management, LLC | 0.06% | Add +8.4% | 279,968 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -20.6% | 270,705 | $4.8M |
| Appleton Partners Inc. | 0.29% | Add +10.6% | 260,298 | $4.7M |
| Twin Peaks Wealth Advisors, LLC | 1.03% | Reduce -4.7% | 253,137 | $4.5M |
| Brookstone Capital Management | 0.04% | Add +17.4% | 250,098 | $4.5M |
| Bluespring Wealth Management, LLC | 0.09% | New | 248,590 | $4.4M |
"% of holder's portfolio" is FPE's weight in each manager's 13F, not the share of FT-Preferred Secur & Inc. ETF the manager owns.