FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q1 2024 (March 31)404holders
2famous investors
$17.32avg. 13F price*
At the end of Q1 2024, 404 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings. The largest holders were Morgan Stanley ($822.1M), Royal Bank of Canada ($301.6M) and Wells Fargo & Company ($195.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- FT-Preferred Secur & Inc. ETF
- Filed as
- FIRST TR EXCH TRADED FD III (Q1 2024)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $54.8M |
| Exits | 39 | $144.8M |
Ownership 404 holders
| Morgan Stanley | 0.07% | Add +0.7% | 47,463,159 | $822.1M |
| Royal Bank of Canada | 0.07% | Reduce -7.9% | 17,415,189 | $301.6M |
| Wells Fargo & Company | 0.05% | Add +6.6% | 11,294,102 | $195.6M |
| UBS Group AG | 0.06% | Add +8.5% | 10,620,906 | $184.0M |
| LPL Financial LLC | 0.10% | Add +3.4% | 10,479,581 | $181.5M |
| Bank of America Corp. | 0.01% | Add +3.0% | 7,676,573 | $133.0M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +7.8% | 5,394,476 | $93.4M |
| Raymond James & Associates | 0.04% | Add +7.5% | 3,334,448 | $57.8M |
| Park National Corp. | 2.18% | Reduce -1.0% | 3,262,711 | $56.5M |
| Kestra Advisory Services, LLC | 0.25% | Add +4.9% | 2,134,429 | $37.0M |
| Osaic Holdings, Inc. | 0.08% | Add +5.7% | 1,948,087 | $33.7M |
| Stifel Financial Corp. | 0.04% | Reduce -24.8% | 1,806,438 | $31.3M |
| Janney Montgomery Scott LLC | 0.09% | Add +22.0% | 1,791,800 | $31.0M |
| Rockefeller Capital Management L.P. | 0.09% | Add +17.9% | 1,726,539 | $29.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.9% | 1,662,866 | $28.8M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.3% | 1,602,620 | $27.8M |
| Renaissance Technologies | 0.04% | Reduce -27.1% | 1,559,808 | $27.0M |
| Ocean Park Asset Management, LLC | 1.22% | Add +69.8% | 1,495,128 | $25.9M |
| Arax Advisory Partners | 2.62% | Add +4.0% | 1,435,645 | $24.9M |
| Magnus Financial Group LLC | 2.88% | Add +1.7% | 1,391,222 | $24.1M |
| Country Trust Bank | 0.62% | Reduce -3.6% | 1,384,283 | $24.0M |
| Baird Financial Group, Inc. | 0.05% | Add +17.6% | 1,366,199 | $23.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.1% | 1,295,885 | $22.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.8% | 1,268,246 | $22.0M |
| Cetera Investment Advisers | 0.05% | Add +194.9% | 1,141,966 | $19.8M |
| Prospera Financial Services Inc | 0.57% | Add +18.8% | 1,108,607 | $19.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.57% | Add +0.3% | 1,057,119 | $18.3M |
| Truist Financial Corp. | 0.03% | Add +0.8% | 988,009 | $17.1M |
| JPMorgan Chase & Co. | 0.00% | Add +43.4% | 969,336 | $16.8M |
| Trinity Legacy Partners, LLC | 4.82% | Add +32.8% | 950,065 | $16.5M |
| HCR Wealth Advisors | 2.32% | Reduce -4.6% | 881,586 | $15.3M |
| Gradient Investments LLC | 0.31% | Add +12.1% | 783,554 | $13.6M |
| MML Investors Services, LLC | 0.05% | Reduce -8.2% | 729,070 | $12.6M |
| Avidian Wealth Enterprises, LLC | 0.65% | Add +24.2% | 696,906 | $12.1M |
| Waverly Advisors, LLC | 0.27% | New | 670,303 | $11.6M |
| Transform Wealth, LLC | 1.09% | Add +9.4% | 665,132 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -10.2% | 643,511 | $11.1M |
| Barings LLC | 0.28% | No change | 633,195 | $11.0M |
| Wealthspire Retirement, LLC | 0.90% | Reduce -13.2% | 603,761 | $10.5M |
| Stratos Wealth Partners, LTD. | 0.17% | Reduce -26.6% | 580,452 | $10.1M |
| Csenge Advisory Group | 0.52% | Add +7.0% | 534,780 | $9.3M |
| Private Advisor Group, LLC | 0.07% | Add +8.5% | 524,533 | $9.1M |
| Eldridge Investment Advisors, Inc. | 2.33% | Add +3.4% | 523,101 | $9.1M |
| Advisor OS, LLC | 1.03% | New | 518,894 | $9.0M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +6.4% | 505,699 | $8.8M |
| Composition Wealth, LLC | 0.22% | Reduce -28.9% | 501,622 | $8.7M |
| Ironwood Investment Counsel, LLC | 1.51% | Add +27.5% | 500,669 | $8.7M |
| Triumph Capital Management | 3.48% | Reduce -4.0% | 490,004 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -10.6% | 456,800 | $7.9M |
| Synergy Asset Management, LLC | 1.25% | New | 424,860 | $7.4M |
| Comerica Bank | 0.03% | Reduce -8.5% | 422,159 | $7.3M |
| Mariner, LLC | 0.01% | Add +3.8% | 411,974 | $7.1M |
| Quad-Cities Investment Group, LLC | 4.16% | Reduce -0.8% | 410,778 | $7.1M |
| Mgo One Seven LLC | 0.37% | Reduce -8.4% | 409,928 | $7.1M |
| ORBA Wealth Advisors, L.L.C. | 3.86% | Add +4.0% | 402,242 | $7.0M |
| Regal Investment Advisors LLC | 0.47% | Add +0.1% | 394,913 | $6.8M |
| Harbour Investments, Inc. | 0.23% | Add +0.3% | 370,236 | $6.4M |
| Financial Enhancement Group LLC | 1.04% | Add +0.6% | 371,177 | $6.4M |
| Oppenheimer & Co. Inc. | 0.11% | Add +14.1% | 366,247 | $6.3M |
| Wintrust Investments LLC | 0.54% | Add +5.7% | 356,745 | $6.2M |
| Chicago Partners Investment Group LLC | 0.26% | Add +5.6% | 353,246 | $6.0M |
| Archer Investment Corp | 1.80% | Reduce -5.0% | 345,612 | $6.0M |
| Kinloch Capital, LLC | 3.07% | Add +33.3% | 345,421 | $6.0M |
| Glassy Mountain Advisors, Inc. | 2.25% | Add +6.0% | 345,241 | $6.0M |
| PFS Partners, LLC | 3.99% | Add +2.6% | 340,188 | $5.9M |
| Flagstar Securities, Inc. | 1.60% | Add +0.9% | 332,627 | $5.8M |
| Glass Jacobson Investment Advisors llc | 2.16% | Add +0.1% | 332,472 | $5.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +10.3% | 331,142 | $5.7M |
| Newman Dignan & Sheerar, Inc. | 1.53% | Add +1.0% | 330,399 | $5.7M |
| GeoWealth Management, LLC | 0.22% | New | 327,790 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.31% | Reduce -9.2% | 325,347 | $5.6M |
| NewEdge Advisors, LLC | 0.05% | Add +0.5% | 321,081 | $5.6M |
| Equitable Holdings, Inc. | 0.06% | Reduce -6.8% | 296,735 | $5.1M |
| Twelve Points Wealth Management LLC | 1.85% | New | 292,151 | $5.1M |
| Choice Wealth Advisors LLC | 3.03% | Reduce -0.2% | 288,588 | $5.0M |
| Twin Peaks Wealth Advisors, LLC | 2.77% | Add +2.2% | 287,804 | $5.0M |
| Sigma Planning Corp | 0.16% | Add +131.1% | 286,331 | $5.0M |
| Marion Wealth Management | 1.48% | Add +2.5% | 286,105 | $5.0M |
| Family Legacy, Inc. | 1.75% | Reduce -0.3% | 280,276 | $4.9M |
| Western Wealth Management, LLC | 0.38% | Add +0.8% | 278,774 | $4.8M |
| Sound Income Strategies, LLC | 0.35% | Add +10.5% | 271,043 | $4.7M |
| First Heartland Consultants, Inc. | 0.49% | Add +20.6% | 269,916 | $4.7M |
| Valmark Advisers, Inc. | 0.08% | Add +10.7% | 262,333 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +39.3% | 262,331 | $4.5M |
| Mid-American Wealth Advisory Group, Inc. | 3.06% | Add +7.1% | 261,553 | $4.5M |
| Midwest Heritage Bank, FSB | 2.33% | Add +17.8% | 256,077 | $4.4M |
| Atlas Private Wealth Management, LLC | 1.86% | Add +1.2% | 255,143 | $4.4M |
| Traction Financial Partners, LLC | 3.40% | Add +7.0% | 253,108 | $4.4M |
| Verition Fund Management LLC | 0.05% | Add +733.3% | 250,000 | $4.3M |
| Howard Financial Services, LTD. | 0.74% | Add +25.9% | 247,965 | $4.3M |
| Aveo Capital Partners, LLC | 0.43% | New | 229,423 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -28.1% | 222,832 | $3.9M |
| D.A. Davidson & Co. | 0.03% | Add +10.4% | 221,299 | $3.8M |
| Bank of Montreal | 0.00% | Reduce -78.0% | 220,668 | $3.8M |
| Advisory Alpha, LLC | 0.16% | Reduce -2.3% | 220,533 | $3.8M |
| Trustmark Bank Trust Department | 0.31% | Reduce -17.3% | 216,232 | $3.7M |
| Aspen Investment Management Inc | 1.89% | Add +0.6% | 214,872 | $3.7M |
| IMA Advisory Services, Inc. | 1.66% | Reduce -2.5% | 202,563 | $3.5M |
| Allworth Financial LP | 0.02% | Add +455.3% | 200,668 | $3.5M |
| Gill Capital Partners, LLC | 1.40% | Reduce -7.1% | 204,056 | $3.5M |
"% 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.