FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q2 2024 (June 30)405holders +1
36new positions
36sold out
1famous investor
$17.34avg. 13F price*
At the end of Q2 2024, 405 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, up 1 from Q1 2024. 36 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($818.4M), Royal Bank of Canada ($285.0M) and Wells Fargo & Company ($202.6M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- FT-Preferred Secur & Inc. ETF
- Filed as
- FIRST TR EXCH TRADED FD III (Q2 2024)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $82.7M |
| Exits | 36 | $27.1M |
All 13F filers, Q1 2024 → Q2 2024: 10,406,130 shares bought and 11,432,632 shares sold, net −1,026,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 405 holders
| Morgan Stanley | 0.06% | Reduce -0.7% | 47,141,555 | $818.4M |
| Royal Bank of Canada | 0.07% | Reduce -5.8% | 16,414,668 | $285.0M |
| Wells Fargo & Company | 0.05% | Add +3.3% | 11,668,558 | $202.6M |
| LPL Financial LLC | 0.09% | Add +3.5% | 10,841,607 | $188.2M |
| UBS Group AG | 0.06% | Add +0.9% | 10,719,580 | $186.1M |
| Bank of America Corp. | 0.01% | Reduce -26.6% | 5,637,449 | $97.9M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +2.9% | 5,552,458 | $96.4M |
| Raymond James & Associates | 0.04% | Reduce -0.8% | 3,307,479 | $57.4M |
| Park National Corp. | 2.04% | Reduce -2.4% | 3,184,324 | $55.3M |
| HighTower Advisors, LLC | 0.07% | New | 2,618,765 | $45.5M |
| Kestra Advisory Services, LLC | 0.22% | Add +4.9% | 2,239,262 | $38.9M |
| Rockefeller Capital Management L.P. | 0.09% | Add +5.3% | 1,818,442 | $31.6M |
| Stifel Financial Corp. | 0.03% | Reduce -5.0% | 1,715,326 | $29.8M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -6.8% | 1,670,019 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 1,656,747 | $28.8M |
| Osaic Holdings, Inc. | 0.06% | Reduce -19.7% | 1,563,462 | $27.1M |
| Ocean Park Asset Management, LLC | 1.23% | No change | 1,495,128 | $26.0M |
| Arax Advisory Partners | 2.49% | Add +2.5% | 1,472,069 | $25.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +12.9% | 1,463,490 | $25.4M |
| Prospera Financial Services Inc | 0.68% | Add +26.4% | 1,401,320 | $24.3M |
| Magnus Financial Group LLC | 2.72% | Reduce -0.1% | 1,390,052 | $24.1M |
| Country Trust Bank | 0.61% | Reduce -0.0% | 1,384,064 | $24.0M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.1% | 1,351,529 | $23.5M |
| Affinity Wealth Management LLC | 4.28% | New | 1,350,801 | $23.4M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.0% | 1,306,342 | $22.7M |
| Cetera Investment Advisers | 0.05% | Add +0.1% | 1,142,993 | $19.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.56% | Add +1.3% | 1,070,765 | $18.6M |
| Trinity Legacy Partners, LLC | 4.80% | Add +2.3% | 972,141 | $16.9M |
| Truist Financial Corp. | 0.03% | Reduce -3.0% | 958,646 | $16.6M |
| HCR Wealth Advisors | 2.17% | Reduce -0.7% | 875,105 | $15.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.1% | 764,966 | $13.3M |
| Renaissance Technologies | 0.02% | Reduce -52.5% | 741,500 | $12.9M |
| Transform Wealth, LLC | 0.94% | Add +8.3% | 720,200 | $12.5M |
| MML Investors Services, LLC | 0.05% | Reduce -5.0% | 692,943 | $12.0M |
| Avidian Wealth Enterprises, LLC | 0.57% | Reduce -3.1% | 675,441 | $11.7M |
| Waverly Advisors, LLC | 0.23% | Reduce -1.3% | 661,491 | $11.5M |
| Wealthspire Retirement, LLC | 0.93% | Add +5.6% | 637,545 | $11.1M |
| Barings LLC | 0.27% | No change | 633,195 | $11.0M |
| Citigroup Inc. | 0.01% | Add +28.3% | 586,237 | $10.2M |
| Kestra Private Wealth Services, LLC | 0.19% | Add +9.6% | 554,472 | $9.6M |
| Csenge Advisory Group | 0.54% | Add +3.4% | 552,886 | $9.6M |
| Advisory Alpha, LLC | 0.38% | Add +150.3% | 552,002 | $9.6M |
| Eldridge Investment Advisors, Inc. | 2.40% | Add +4.9% | 548,699 | $9.5M |
| Stratos Wealth Partners, LTD. | 0.15% | Reduce -7.4% | 537,717 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -17.5% | 530,951 | $9.2M |
| Triumph Capital Management | 3.31% | Reduce -0.3% | 488,579 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2154.8% | 488,342 | $8.5M |
| Mariner, LLC | 0.02% | Add +14.4% | 471,397 | $8.2M |
| Mgo One Seven LLC | 0.37% | Add +10.6% | 453,271 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -16.3% | 438,986 | $7.6M |
| Comerica Bank | 0.03% | Add +3.8% | 438,048 | $7.6M |
| ORBA Wealth Advisors, L.L.C. | 3.85% | Add +6.5% | 428,400 | $7.4M |
| Quad-Cities Investment Group, LLC | 4.10% | Add +3.7% | 425,897 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +62.0% | 424,838 | $7.4M |
| Ameritas Investment Partners, Inc. | 0.24% | Add +1275.1% | 410,145 | $7.1M |
| Oppenheimer & Co. Inc. | 0.11% | Add +9.1% | 399,630 | $6.9M |
| Avantax Advisory Services, Inc. | 0.05% | Add +20.4% | 398,597 | $6.9M |
| Regal Investment Advisors LLC | 0.45% | Reduce -1.2% | 390,156 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -75.9% | 386,541 | $6.7M |
| Financial Enhancement Group LLC | 1.06% | Add +0.7% | 373,748 | $6.6M |
| Chicago Partners Investment Group LLC | 0.25% | Add +3.9% | 366,854 | $6.4M |
| Harbour Investments, Inc. | 0.21% | Reduce -1.7% | 363,852 | $6.3M |
| Twelve Points Wealth Management LLC | 2.20% | Add +23.5% | 360,710 | $6.3M |
| Synergy Asset Management, LLC | 0.97% | Reduce -15.8% | 357,880 | $6.2M |
| Howard Financial Services, LTD. | 1.00% | Add +42.2% | 352,511 | $6.1M |
| Kinloch Capital, LLC | 3.18% | Add +1.9% | 351,802 | $6.1M |
| Wintrust Investments LLC | 0.49% | Reduce -2.5% | 347,658 | $6.0M |
| PFS Partners, LLC | 3.76% | Add +0.9% | 343,428 | $6.0M |
| Glassy Mountain Advisors, Inc. | 2.21% | Reduce -0.6% | 343,161 | $6.0M |
| Archer Investment Corp | 1.71% | Reduce -2.5% | 336,898 | $5.8M |
| Glass Jacobson Investment Advisors llc | 2.10% | Add +0.1% | 332,668 | $5.8M |
| Elevation Capital Advisory, LLC | 2.62% | — | 331,241 | $5.8M |
| Gradient Investments LLC | 0.13% | Reduce -57.8% | 330,893 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.30% | Add +1.4% | 329,945 | $5.7M |
| Focus Partners Wealth | 0.02% | Add +3042.5% | 326,096 | $5.7M |
| Flagstar Securities, Inc. | 1.55% | Reduce -2.0% | 325,813 | $5.7M |
| Sigma Planning Corp | 0.18% | Add +13.6% | 325,397 | $5.6M |
| Newman Dignan & Sheerar, Inc. | 1.46% | Reduce -1.7% | 324,913 | $5.6M |
| Twin Peaks Wealth Advisors, LLC | 2.75% | Add +10.1% | 316,961 | $5.5M |
| Western Wealth Management, LLC | 0.39% | Add +10.0% | 306,574 | $5.3M |
| Equitable Holdings, Inc. | 0.06% | Add +3.0% | 305,707 | $5.3M |
| Sanctuary Advisors, LLC | 0.04% | — | 309,285 | $5.3M |
| Choice Wealth Advisors LLC | 2.73% | Add +2.8% | 296,720 | $5.2M |
| Marion Wealth Management | 1.51% | Add +3.2% | 295,265 | $5.1M |
| Sound Income Strategies, LLC | 0.35% | Add +5.4% | 285,750 | $5.0M |
| Traction Financial Partners, LLC | 3.59% | Add +10.0% | 278,441 | $4.9M |
| Family Legacy, Inc. | 1.74% | Reduce -0.3% | 279,566 | $4.9M |
| Midwest Heritage Bank, FSB | 2.41% | Add +7.1% | 274,222 | $4.8M |
| Schonfeld Strategic Advisors LLC | 0.04% | Add +156.7% | 265,103 | $4.6M |
| Valmark Advisers, Inc. | 0.08% | Reduce -0.3% | 261,630 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +70.6% | 257,068 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Reduce -21.6% | 251,632 | $4.4M |
| Bank of Montreal | 0.00% | Add +11.4% | 245,835 | $4.3M |
| Mid-American Wealth Advisory Group, Inc. | 2.73% | Reduce -5.7% | 246,622 | $4.3M |
| Ironwood Investment Counsel, LLC | 0.75% | Reduce -51.6% | 242,249 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Add +4.8% | 231,837 | $4.0M |
| Stonebridge Advisors LLC | 34.26% | Add +25.1% | 228,435 | $4.0M |
| Aspen Investment Management Inc | 1.88% | Add +0.8% | 216,683 | $3.8M |
| Allworth Financial LP | 0.02% | Add +2.5% | 205,583 | $3.6M |
| Gill Capital Partners, LLC | 1.34% | Reduce -1.9% | 200,084 | $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.