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 |
| Agilis Partners LLC | 0.88% | No change | 198,219 | $3.4M |
| Flynn Zito Capital Management, LLC | 1.73% | Add +1.9% | 193,723 | $3.4M |
| Etesian Wealth Advisors, Inc. | 1.86% | Add +0.3% | 187,309 | $3.2M |
| Stonebridge Advisors LLC | 13.66% | Reduce -90.7% | 182,555 | $3.2M |
| Naviter Wealth, LLC | 0.51% | Reduce -2.2% | 180,620 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +1.4% | 169,664 | $2.9M |
| Private Client Services, LLC | 1.96% | Add +46.5% | 168,494 | $2.9M |
| City Holding Co. | 0.43% | Reduce -2.0% | 165,407 | $2.9M |
| Cwm, LLC | 0.01% | Reduce -29.7% | 164,510 | $2.8M |
| Toth Financial Advisory Corp. | 0.35% | Add +5.8% | 159,870 | $2.8M |
| IHT Wealth Management, LLC | 0.11% | Reduce -0.7% | 159,345 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +673.4% | 171,273 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -2.4% | 154,581 | $2.7M |
| Icon Wealth Advisors, LLC | 0.25% | Reduce -10.3% | 152,411 | $2.6M |
| Stephens Inc. | 0.04% | Add +19.1% | 151,250 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -97.0% | 150,690 | $2.6M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.65% | Add +0.6% | 149,957 | $2.6M |
| IFP Advisors, Inc | 0.11% | Reduce -9.9% | 148,298 | $2.6M |
| Lake Street Private Wealth, LLC | 0.35% | Add +10.5% | 143,776 | $2.5M |
| Blackhawk Capital Partners, LLC | 1.53% | Reduce -5.8% | 141,206 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -22.9% | 140,047 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.25% | Add +5.7% | 135,567 | $2.3M |
| Walker Asset Management, LLC | 1.55% | Add +0.3% | 135,360 | $2.3M |
| AE Wealth Management LLC | 0.03% | Reduce -68.3% | 134,517 | $2.3M |
| Darden Wealth Group Inc | 1.81% | Add +20.9% | 132,739 | $2.3M |
| Beacon Financial Group | 0.26% | Reduce -10.6% | 132,021 | $2.3M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | New | 130,532 | $2.3M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -1.9% | 125,443 | $2.2M |
| Asset Allocation Strategies LLC | 0.76% | Add +1.5% | 124,216 | $2.2M |
| New Potomac Partners, LLC | 1.15% | Reduce -1.0% | 119,180 | $2.1M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.6% | 119,176 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -14.8% | 118,521 | $2.1M |
| Prostatis Group LLC | 0.75% | Add +26.8% | 113,877 | $2.0M |
| Strategic Financial Concepts, LLC | 0.46% | Add +14.8% | 110,692 | $1.9M |
| Cedrus LLC | 1.03% | Add +7.2% | 108,709 | $1.9M |
| RFG Advisory, LLC | 0.06% | Add +6.0% | 108,638 | $1.9M |
| ICA Group Wealth Management, LLC | 0.37% | Add +4.8% | 107,888 | $1.9M |
| Summit Wealth Partners, LLC | 0.39% | Reduce -2.8% | 106,308 | $1.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -52.4% | 105,744 | $1.8M |
| Independent Wealth Network Inc. | 0.85% | Reduce -1.2% | 104,455 | $1.8M |
| Brookstone Capital Management | 0.03% | Add +19.4% | 103,999 | $1.8M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -56.7% | 103,257 | $1.8M |
| Bright Futures Wealth Management, LLC. | 0.95% | — | 101,573 | $1.8M |
| Parallel Advisors, LLC | 0.05% | Add +1.7% | 101,205 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +112.2% | 100,753 | $1.7M |
| Gallacher Capital Management LLC | 0.87% | Reduce -7.2% | 98,962 | $1.7M |
| International Assets Investment Management, LLC | 0.18% | Reduce -94.5% | 98,209 | $1.7M |
| Moser Wealth Advisors, LLC | 0.89% | Add +0.1% | 92,222 | $1.6M |
| Mainsail Financial Group, LLC | 1.09% | Add +4.3% | 91,540 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.8% | 88,756 | $1.5M |
| Wiser Advisor Group LLC | 2.33% | Reduce -3.0% | 85,702 | $1.5M |
| Snowden Capital Advisors LLC | 0.05% | Add +26.1% | 85,668 | $1.5M |
| Independent Financial Group, LLC | 0.07% | Reduce -1.8% | 85,309 | $1.5M |
| AXS Investments LLC | 0.35% | Add +21.4% | 85,000 | $1.5M |
| Private Trust Co. NA | 0.16% | Reduce -18.4% | 82,967 | $1.4M |
| Synovus Financial Corp. | 0.02% | Add +5.0% | 81,435 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -7.2% | 80,978 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Add +146.1% | 79,295 | $1.4M |
| StoneX Group Inc. | 0.12% | Reduce -8.5% | 78,674 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Add +4.5% | 78,249 | $1.4M |
| Red Cedar Investment Management, LLC | 0.17% | No change | 77,575 | $1.3M |
| Patten Group, Inc. | 0.33% | Add +3.6% | 77,171 | $1.3M |
| Moors & Cabot, Inc. | 0.07% | Add +3.7% | 76,654 | $1.3M |
| WealthBridge Capital Management, LLC | 0.44% | Add +5.3% | 75,238 | $1.3M |
| Altus Wealth Group LLC | 0.64% | Reduce -36.4% | 73,130 | $1.3M |
| United Advisor Group, LLC | 0.47% | New | 72,812 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -8.6% | 71,649 | $1.2M |
| Harvest Investment Services, LLC | 0.49% | Reduce -0.0% | 70,554 | $1.2M |
| Quantum Private Wealth, LLC | 0.45% | Add +0.0% | 69,867 | $1.2M |
| Arq Wealth Advisors, LLC | 0.52% | New | 69,407 | $1.2M |
| Essex LLC | 0.27% | Reduce -3.2% | 68,017 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Add +0.5% | 67,762 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Reduce -13.7% | 66,647 | $1.2M |
| SPC Financial, Inc. | 0.11% | Reduce -10.1% | 66,072 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Reduce -5.6% | 64,632 | $1.1M |
| Berger Financial Group, Inc | 0.09% | Reduce -24.9% | 62,139 | $1.1M |
| PSI Advisors, LLC | 0.39% | Reduce -19.5% | 61,940 | $1.1M |
| Lion Street Advisors, LLC | 0.43% | No change | 62,865 | $1.1M |
| Bangor Savings Bank | 0.11% | No change | 61,055 | $1.1M |
| Summit Financial, LLC | 0.06% | Reduce -30.8% | 59,562 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +132.0% | 59,320 | $1.0M |
| Measured Wealth Private Client Group, LLC | 0.35% | Reduce -1.1% | 58,336 | $1.0M |
| Waterloo Capital, L.P. | 0.13% | Reduce -22.9% | 57,030 | $988K |
| Concentrum Wealth Management | 0.45% | Reduce -1.3% | 56,592 | $980K |
| Cooper Financial Group | 0.16% | Add +0.1% | 56,330 | $976K |
| Accel Wealth Management | 0.41% | Reduce -0.9% | 56,091 | $972K |
| Cornell Pochily Investment Advisors, Inc. | 0.38% | Reduce -3.0% | 55,724 | $965K |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.8% | 54,177 | $938K |
| Commonwealth Financial Services, LLC | 0.22% | New | 55,582 | $937K |
| Good Life Advisors, LLC | 0.08% | Add +102.8% | 53,717 | $930K |
| Brown Advisory Inc. | 0.00% | Reduce -2.6% | 53,001 | $918K |
| Operose Advisors LLC | 0.31% | New | 52,955 | $917K |
| Aspen Wealth Strategies, LLC | 0.63% | Reduce -2.8% | 52,656 | $912K |
| Mutual Advisors, LLC | 0.03% | Add +39.7% | 52,266 | $905K |
| HRT Financial LP | 0.01% | New | 52,196 | $904K |
| National Philanthropic Trust | 0.02% | No change | 52,029 | $901K |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -0.0% | 51,767 | $897K |
| ROI Financial Advisors, LLC | 0.69% | Reduce -1.0% | 50,973 | $883K |
| First Trust Advisors LP | 0.00% | Reduce -0.8% | 50,759 | $879K |
| Prospect Financial Services LLC | 0.70% | Add +91.1% | 48,626 | $842K |
| Strategic Blueprint, LLC | 0.06% | Reduce -0.1% | 48,460 | $839K |
| &partners | 0.11% | Reduce -32.3% | 48,104 | $819K |
| MJP Associates Inc. | 0.17% | Add +3.4% | 46,081 | $798K |
| 1834 Investment Advisors Co. | 0.09% | Reduce -66.1% | 45,835 | $794K |
| US Bancorp \de | 0.00% | Reduce -4.5% | 45,419 | $787K |
| Northwest Wealth Management, LLC | 0.21% | Reduce -42.3% | 45,184 | $783K |
| Cypress Capital Group | 0.09% | Reduce -4.7% | 44,034 | $763K |
| Kraematon Investment Advisors, Inc. | 0.76% | Add +2.2% | 43,726 | $757K |
| Raymond James Trust N.A. | 0.02% | Reduce -3.0% | 41,931 | $726K |
| Oder Investment Management, LLC | 0.65% | Add +0.1% | 40,469 | $701K |
| Apriem Advisors | 0.09% | New | 39,179 | $679K |
| TrueWealth Advisors, LLC | 0.26% | Add +4.4% | 38,253 | $663K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.9% | 38,211 | $662K |
| Silver Oak Securities, Incorporated | 0.10% | Add +185.5% | 37,587 | $651K |
| Matrix Private Capital Group LLC | 0.44% | Add +0.5% | 37,442 | $648K |
| Private Portfolio Partners LLC | 0.13% | Reduce -10.7% | 35,723 | $619K |
| Stockman Wealth Management, Inc. | 0.11% | Add +0.2% | 35,716 | $619K |
| IFG Advisory, LLC | 0.05% | Add +3.5% | 35,660 | $618K |
| Tanglewood Legacy Advisors, LLC | 0.30% | Reduce -1.9% | 35,560 | $616K |
| Wedbush Securities Inc. | 0.02% | Add +12.6% | 33,558 | $581K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +2.6% | 33,308 | $577K |
| Coastwise Capital Group, LLC | 0.54% | Add +2.6% | 33,234 | $576K |
| Dunhill Financial, LLC | 0.43% | Reduce -43.0% | 33,188 | $575K |
| Ground Swell Capital, LLC | 0.59% | New | 32,752 | $567K |
| NewEdge Wealth, LLC | 0.01% | Reduce -11.8% | 32,820 | $563K |
| UMB Bank, n.a. | 0.01% | Reduce -27.0% | 32,462 | $562K |
| Clear Creek Financial Management, LLC | 0.07% | New | 32,346 | $560K |
| Level Four Advisory Services, LLC | 0.03% | No change | 33,151 | $559K |
| Cascade Investment Group, Inc. | 0.40% | Add +0.1% | 30,873 | $535K |
| Cornerstone Advisory, LLC | 0.08% | Reduce -4.2% | 30,404 | $527K |
| Principal Securities, Inc. | 0.02% | Reduce -0.8% | 30,401 | $527K |
| Ameritas Investment Partners, Inc. | 0.02% | New | 29,827 | $517K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Add +7.4% | 29,807 | $516K |
| Atticus Wealth Management, LLC | 0.17% | Add +1.9% | 29,804 | $516K |
| LVZ, Inc. | 0.07% | Reduce -23.3% | 29,320 | $508K |
| First Hawaiian Bank | 0.02% | No change | 29,100 | $504K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -5.8% | 28,216 | $489K |
| Jones Financial Companies LLLP | 0.00% | New | 27,839 | $482K |
| SteelPeak Wealth, LLC | 0.02% | Add +50.4% | 27,279 | $472K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 27,210 | $471K |
| Tritonpoint Wealth, LLC | 0.05% | Add +41.0% | 43,650 | $471K |
| Summit Financial Wealth Advisors, LLC | 0.10% | Reduce -2.3% | 27,146 | $470K |
| Guardian Wealth Advisors, LLC / NC | 0.06% | No change | 27,127 | $470K |
| Founders Financial Securities LLC | 0.05% | Add +1.2% | 27,088 | $469K |
| Garden State Investment Advisory Services LLC | 0.17% | Add +1.0% | 26,332 | $458K |
| Capital Investment Advisors, LLC | 0.01% | Add +83.5% | 26,469 | $458K |
| Savant Capital, LLC | 0.01% | Reduce -33.8% | 25,460 | $441K |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 25,222 | $437K |
| Cresset Asset Management, LLC | 0.00% | Reduce -8.8% | 24,961 | $432K |
| Summit Financial Group, Inc. | 0.15% | No change | 24,688 | $428K |
| OMNI 360 Wealth, Inc. | 0.35% | Reduce -8.8% | 24,639 | $427K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -17.1% | 24,200 | $419K |
| L.M. Kohn & Company | 0.12% | Add +0.0% | 23,865 | $413K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -10.5% | 23,037 | $399K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 22,718 | $393K |
| Schnieders Capital Management LLC | 0.08% | Reduce -3.6% | 22,590 | $391K |
| Ritholtz Wealth Management | 0.01% | Add +11.5% | 22,455 | $389K |
| PCG Wealth Advisors, LLC | 0.18% | Add +2.0% | 22,307 | $386K |
| First Trust Capital Management L.P. | 0.03% | No change | 22,222 | $385K |
| Shulman DeMeo Asset Management LLC | 0.10% | No change | 21,849 | $378K |
| Barry Investment Advisors, LLC | 0.13% | Add +0.6% | 21,843 | $378K |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 21,658 | $375K |
| Focus Financial Network, Inc. | 0.02% | — | 21,930 | $373K |
| Park Edge Advisors, LLC | 0.10% | Add +1.2% | 21,145 | $366K |
| Americana Partners, LLC | 0.03% | Add +0.4% | 21,026 | $364K |
| E&G Advisors, LLC | 0.11% | No change | 20,005 | $346K |
| Claro Advisors Inc. | 0.06% | Reduce -13.8% | 19,911 | $345K |
| Everpar Advisors LLC | 0.21% | Reduce -36.8% | 19,698 | $341K |
| Diversified, LLC | 0.05% | Add +67.7% | 19,668 | $341K |
| Realta Investment Advisors | 0.07% | Add +0.3% | 19,654 | $340K |
| Keating Wealth Management LLC | 0.20% | No change | 19,186 | $332K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 19,076 | $330K |
| RVW Wealth, LLC | 0.03% | No change | 19,072 | $330K |
| 1776 Wealth LLC | 0.16% | No change | 18,962 | $328K |
| Global Retirement Partners, LLC | 0.01% | Add +9.9% | 18,906 | $327K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -9.7% | 18,867 | $327K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -9.7% | 18,867 | $327K |
| Insigneo Advisory Services, LLC | 0.04% | Add +26.0% | 18,797 | $326K |
| Legacy Edge Advisors, LLC | 0.07% | Reduce -85.1% | 18,726 | $324K |
| EPG Wealth Management LLC | 0.08% | Add +1.0% | 18,605 | $322K |
| Creative Planning | 0.00% | Add +39.7% | 18,560 | $321K |
| Farther Finance Advisors, LLC | 0.02% | Add +53.6% | 18,232 | $317K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -57.9% | 18,200 | $315K |
| Burns J W & Co. Inc. | 0.04% | Reduce -27.7% | 18,025 | $312K |
| Ti-Trust, Inc. | 0.23% | Reduce -6.5% | 18,024 | $312K |
| Advanced Asset Management Advisors Inc | 0.08% | No change | 18,000 | $312K |
| TRUE Private Wealth Advisors | 0.04% | Add +24.4% | 17,953 | $311K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +16.4% | 17,849 | $309K |
| Delta Financial Group, Inc. | 0.09% | No change | 17,500 | $303K |
| RPg Family Wealth Advisory, LLC | 0.10% | Reduce -59.6% | 17,422 | $302K |
| PFG Investments, LLC | 0.02% | Add +6.6% | 17,090 | $296K |
| Lodestar Private Asset Management LLC | 0.04% | Add +2.4% | 16,634 | $288K |
| Belpointe Asset Management LLC | 0.02% | Reduce -5.5% | 16,580 | $287K |
| Creative Financial Designs Inc. | 0.03% | Add +12.4% | 16,523 | $286K |
| Quadrature Capital Ltd | 0.00% | New | 16,535 | $286K |
| Centaurus Financial, Inc. | 0.02% | Add +51.1% | 16,525 | $286K |
| Owen LaRue, LLC | 0.18% | Reduce -20.5% | 16,310 | $282K |
| Meridian Wealth Advisors, LLC | 0.05% | Add +1.4% | 16,295 | $282K |
| Hudson Capital Management LLC | 0.10% | Reduce -91.1% | 16,208 | $281K |
| Vista Investment Management | 0.11% | Reduce -79.1% | 15,851 | $275K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.2% | 15,734 | $273K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 15,443 | $267K |
| ARS Wealth Advisors Group, LLC | 0.04% | Add +3.4% | 15,382 | $266K |
| M&R Capital Management Inc. | 0.07% | Reduce -1.7% | 15,335 | $266K |
| Stableford Capital II LLC | 0.11% | No change | 15,300 | $265K |
| Virtue Capital Management, LLC | 0.05% | Reduce -0.4% | 14,772 | $254K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 14,609 | $253K |
| Townsquare Capital LLC | 0.00% | New | 14,595 | $253K |
| Aft, Forsyth & Company, Inc. | 0.14% | No change | 14,019 | $243K |
| Householder Group Estate & Retirement Specialist, LLC | 0.07% | Add +19263.9% | 13,942 | $241K |
| Whittier Trust Co. | 0.00% | No change | 13,910 | $241K |
| Financial Advocates Investment Management | 0.01% | Reduce -1.4% | 13,615 | $236K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -29.3% | 13,610 | $236K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -25.7% | 13,377 | $231K |
| DeDora Capital, Inc. | 0.07% | No change | 13,334 | $231K |
| American Financial Advisors, LLC | 0.03% | Reduce -20.6% | 13,217 | $229K |
| Merit Financial Group, LLC | 0.01% | Reduce -10.2% | 13,228 | $228K |
| Citadel Advisors | 0.00% | Reduce -74.8% | 13,082 | $227K |
| Security National Bank | 0.03% | No change | 12,917 | $224K |
| Mendota Financial Group, LLC | 0.13% | Reduce -86.1% | 12,755 | $221K |
| CWA Asset Management Group, LLC | 0.01% | New | 12,641 | $219K |
| Novak & Powell Financial Services, Inc. | 0.16% | No change | 12,581 | $218K |
| Carmichael Hill & Associates, Inc. | 0.09% | Reduce -1.5% | 12,203 | $211K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -81.6% | 11,823 | $205K |
| Lincoln National Corp. | 0.00% | Add +0.6% | 11,798 | $204K |
| Certified Advisory Corp | 0.03% | Add +1.0% | 11,680 | $202K |
| HFG Advisors, Inc. | 0.18% | No change | 11,672 | $202K |
| MBE Wealth Management, LLC | 0.12% | Reduce -0.1% | 11,626 | $201K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +9.6% | 11,609 | $201K |
| Key Client Fiduciary Advisors, LLC | 0.10% | Reduce -0.4% | 11,421 | $198K |
| Columbia Advisory Partners LLC | 0.19% | No change | 10,905 | $189K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -18.4% | 10,897 | $189K |
| Hilltop Holdings Inc. | 0.02% | No change | 10,896 | $189K |
| Invesco Ltd. | 0.00% | New | 10,717 | $186K |
| Focus Partners Wealth | 0.00% | No change | 10,377 | $180K |
| City Center Advisors, LLC | 0.21% | — | 10,214 | $177K |
| Cozad Asset Management Inc. | 0.02% | Add +0.8% | 10,191 | $177K |
| Evoke Wealth, LLC | 0.01% | No change | 10,188 | $176K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -10.0% | 10,075 | $174K |
| Woodmont Investment Counsel LLC | 0.01% | New | 10,048 | $174K |
| Avior Wealth Management, LLC | 0.01% | New | 8,853 | $153K |
| DHJJ Financial Advisors, Ltd. | 0.07% | Reduce -2.8% | 8,565 | $148K |
| Clear Point Advisors Inc. | 0.11% | Add +2.0% | 7,761 | $134K |
| Smithfield Trust Co | 0.01% | No change | 7,400 | $129K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -17.5% | 6,937 | $120K |
| Creekmur Asset Management LLC | 0.04% | No change | 6,851 | $119K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +5.8% | 5,491 | $95K |
| NBT Bank, N.A. | 0.01% | Reduce -13.9% | 4,825 | $84K |
| First Community Trust NA | 0.07% | No change | 4,300 | $74K |
| Front Row Advisors LLC | 0.03% | No change | 4,000 | $69K |
| Smartleaf Asset Management LLC | 0.01% | Add +468.9% | 3,829 | $66K |
| Investors Research Corp | 0.02% | No change | 3,731 | $65K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 3,143 | $55K |
| CoreCap Advisors, LLC | 0.00% | New | 3,014 | $52K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,959 | $51K |
| Elevation Wealth Partners, LLC | 0.03% | Add +3.5% | 2,919 | $51K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,759 | $48K |
| National Bank of Canada | 0.00% | No change | 2,600 | $45K |
| Indiana Trust & Investment Management Co | 0.02% | New | 2,546 | $44K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,462 | $43K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -18.0% | 2,169 | $38K |
| Bogart Wealth, LLC | 0.00% | New | 2,050 | $36K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.3% | 2,024 | $35K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -0.7% | 2,000 | $35K |
| Lindbrook Capital, LLC | 0.00% | No change | 2,000 | $35K |
| Tyler-Stone Wealth Management | 0.01% | No change | 1,900 | $33K |
| Signaturefd, LLC | 0.00% | New | 1,689 | $29K |
| Tidemark, LLC | 0.01% | Add +2.0% | 1,403 | $24K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -38.5% | 1,340 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.5% | 1,237 | $21K |
| Larson Financial Group LLC | 0.00% | Reduce -18.4% | 1,231 | $21K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.01% | No change | 1,200 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 1,200 | $21K |
| FSC Wealth Advisors, LLC | 0.01% | New | 1,172 | $20K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,165 | $20K |
| Register Financial Advisors LLC | 0.01% | New | 1,071 | $19K |
| Global Assets Advisory, LLC | 0.01% | New | 1,000 | $17K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 969 | $16K |
| Beacon Capital Management, LLC | 0.00% | No change | 942 | $16K |
| LifeSteps Financial, Inc. | 0.01% | New | 931 | $16K |
| Main Street Group, LTD | 0.01% | New | 850 | $15K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 840 | $15K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 741 | $13K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -85.5% | 726 | $13K |
| Accordant Advisory Group Inc | 0.01% | — | 590 | $10K |
| Optimum Investment Advisors | 0.00% | Add +111.3% | 562 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -26.9% | 560 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 492 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 487 | $8K |
| Penserra Capital Management LLC | 0.00% | Reduce -0.2% | 443 | $7K |
| Community Bank, N.A. | 0.00% | New | 352 | $6K |
| CNB Bank | 0.00% | No change | 350 | $6K |
| Highlander Capital Management, LLC | 0.00% | No change | 300 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 300 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 299 | $5K |
| BNP Paribas Financial Markets | 0.00% | New | 275 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 266 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 264 | $5K |
| First United Bank & Trust | 0.00% | New | 220 | $4K |
| Caitlin John, LLC | 0.00% | No change | 165 | $3K |
| Key Financial Inc | 0.00% | New | 127 | $2K |
| Horizon Investments, LLC | 0.00% | New | 126 | $2K |
| Capital Analysts, LLC | 0.00% | Reduce -99.5% | 39 | $1K |
| FMR LLC | 0.00% | Reduce -43.8% | 9 | $156 |
"% 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.