FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q3 2024 (September 30)414holders +9
40new positions
37sold out
2famous investors
$18.12avg. 13F price*
At the end of Q3 2024, 414 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, up 9 from Q2 2024. 40 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($882.6M), Royal Bank of Canada ($298.9M) and Wells Fargo & Company ($230.6M). 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 (Q3 2024)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $46.4M |
| Exits | 37 | $46.8M |
All 13F filers, Q2 2024 → Q3 2024: 14,510,651 shares bought and 7,172,936 shares sold, net +7,337,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 414 holders
| Morgan Stanley | 0.06% | Add +3.4% | 48,764,684 | $882.6M |
| Royal Bank of Canada | 0.07% | Add +0.6% | 16,514,713 | $298.9M |
| Wells Fargo & Company | 0.06% | Add +9.2% | 12,739,364 | $230.6M |
| LPL Financial LLC | 0.10% | Add +9.6% | 11,876,712 | $215.0M |
| UBS Group AG | 0.05% | Reduce -9.6% | 9,695,354 | $175.5M |
| Bank of America Corp. | 0.01% | Add +9.5% | 6,171,932 | $111.7M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -0.7% | 5,515,079 | $99.8M |
| Raymond James & Associates | 0.03% | Reduce -10.0% | 2,978,161 | $53.9M |
| Park National Corp. | 1.87% | Reduce -7.4% | 2,949,370 | $53.4M |
| HighTower Advisors, LLC | 0.07% | Add +5.0% | 2,750,301 | $49.8M |
| Kestra Advisory Services, LLC | 0.23% | Add +1.8% | 2,278,509 | $41.2M |
| Stifel Financial Corp. | 0.04% | Add +19.9% | 2,056,722 | $37.2M |
| Rockefeller Capital Management L.P. | 0.09% | Add +1.2% | 1,840,066 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.3% | 1,793,883 | $32.5M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -2.3% | 1,631,819 | $29.5M |
| Baird Financial Group, Inc. | 0.06% | Add +20.2% | 1,625,095 | $29.4M |
| Prospera Financial Services Inc | 0.75% | Add +15.8% | 1,622,012 | $29.4M |
| Osaic Holdings, Inc. | 0.06% | Add +1.7% | 1,590,633 | $28.8M |
| Arax Advisory Partners | 2.48% | Add +4.1% | 1,531,988 | $27.7M |
| Ocean Park Asset Management, LLC | 1.20% | Add +0.8% | 1,507,144 | $27.3M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +11.7% | 1,458,778 | $26.4M |
| Magnus Financial Group LLC | 2.63% | Add +2.5% | 1,425,060 | $25.8M |
| Country Trust Bank | 0.61% | Reduce -0.5% | 1,377,679 | $24.9M |
| Ameriprise Financial Inc. | 0.01% | Add +180.0% | 1,367,481 | $24.7M |
| Affinity Wealth Management LLC | 4.27% | Reduce -1.6% | 1,328,554 | $24.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -9.4% | 1,325,618 | $24.0M |
| Renaissance Technologies | 0.03% | Add +51.3% | 1,121,612 | $20.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.54% | Reduce -0.9% | 1,061,134 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Add +29.4% | 989,613 | $17.9M |
| Truist Financial Corp. | 0.03% | Reduce -1.9% | 940,739 | $17.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +619.5% | 928,568 | $16.8M |
| HCR Wealth Advisors | 2.09% | Add +0.8% | 882,202 | $16.0M |
| Transform Wealth, LLC | 0.91% | Add +5.3% | 758,010 | $13.7M |
| MML Investors Services, LLC | 0.05% | Add +2.7% | 711,552 | $12.9M |
| Barclays PLC | 0.01% | New | 709,300 | $12.8M |
| Avidian Wealth Enterprises, LLC | 0.56% | Add +0.8% | 680,655 | $12.3M |
| Citigroup Inc. | 0.01% | Add +15.5% | 677,037 | $12.3M |
| Wealthspire Retirement, LLC | 0.99% | Add +6.1% | 676,325 | $12.2M |
| Waverly Advisors, LLC | 0.22% | Reduce -0.6% | 657,504 | $11.9M |
| Focus Partners Wealth | 0.04% | Add +13.9% | 371,355 | $11.8M |
| Barings LLC | 0.27% | No change | 633,195 | $11.5M |
| Kingswood Wealth Advisors, LLC | 0.80% | Add +1990.3% | 619,195 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.20% | Add +8.6% | 602,312 | $10.9M |
| Eldridge Investment Advisors, Inc. | 2.41% | Add +3.4% | 567,388 | $10.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +5.4% | 559,805 | $10.1M |
| Csenge Advisory Group | 0.52% | Add +0.0% | 553,016 | $10.0M |
| Trinity Legacy Partners, LLC | 2.45% | Reduce -45.9% | 525,646 | $9.5M |
| Mariner, LLC | 0.02% | Add +8.3% | 510,374 | $9.2M |
| Advisor OS, LLC | 0.91% | Add +1087.6% | 502,972 | $9.1M |
| Ameritas Investment Partners, Inc. | 0.28% | Add +16.0% | 475,938 | $8.6M |
| Robertson Stephens Wealth Management, LLC | 0.31% | New | 470,369 | $8.5M |
| Howard Financial Services, LTD. | 1.16% | Add +25.7% | 443,217 | $8.0M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +3.7% | 440,652 | $8.0M |
| Comerica Bank | 0.03% | Reduce -0.1% | 437,755 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.9% | 436,527 | $7.9M |
| Quad-Cities Investment Group, LLC | 3.92% | Add +1.1% | 430,729 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -22.1% | 419,016 | $7.6M |
| ORBA Wealth Advisors, L.L.C. | 3.76% | Reduce -4.2% | 410,578 | $7.4M |
| Twelve Points Wealth Management LLC | 2.30% | Add +11.9% | 403,607 | $7.3M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -0.6% | 397,410 | $7.2M |
| Financial Enhancement Group LLC | 1.36% | Add +20.3% | 449,648 | $7.0M |
| Mgo One Seven LLC | 0.30% | Reduce -15.3% | 383,793 | $6.9M |
| Chicago Partners Investment Group LLC | 0.24% | Add +3.0% | 378,012 | $6.8M |
| Harbour Investments, Inc. | 0.20% | Add +0.6% | 365,991 | $6.6M |
| Bank of Montreal | 0.00% | Add +47.0% | 361,473 | $6.6M |
| GeoWealth Management, LLC | 0.23% | Add +3009.0% | 362,264 | $6.6M |
| Sigma Planning Corp | 0.20% | Add +10.7% | 360,186 | $6.5M |
| Private Advisor Group, LLC | 0.04% | Reduce -18.2% | 359,155 | $6.5M |
| Gradient Investments LLC | 0.13% | Add +8.1% | 357,555 | $6.5M |
| Glassy Mountain Advisors, Inc. | 2.25% | Add +3.1% | 353,778 | $6.4M |
| PFS Partners, LLC | 3.66% | Add +2.3% | 351,221 | $6.4M |
| Kinloch Capital, LLC | 2.99% | Reduce -3.0% | 341,175 | $6.2M |
| Elevation Capital Advisory, LLC | 2.71% | Add +2.5% | 339,693 | $6.1M |
| Flagstar Securities, Inc. | 1.53% | Add +2.3% | 333,422 | $6.0M |
| Glass Jacobson Investment Advisors llc | 2.00% | Add +0.1% | 333,094 | $6.0M |
| Twin Peaks Wealth Advisors, LLC | 2.72% | Add +2.9% | 325,984 | $5.9M |
| Newman Dignan & Sheerar, Inc. | 1.41% | Add +0.7% | 327,098 | $5.9M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -18.7% | 323,946 | $5.9M |
| Ashton Thomas Private Wealth, LLC | 0.31% | Add +3428.1% | 322,611 | $5.8M |
| Triumph Capital Management | 2.07% | Reduce -34.2% | 321,675 | $5.8M |
| Gladstone Institutional Advisory LLC | 0.28% | Reduce -2.6% | 321,265 | $5.8M |
| Lokken Investment Group LLC | 2.38% | New | 315,688 | $5.7M |
| Marion Wealth Management | 1.50% | Add +5.6% | 311,810 | $5.6M |
| Western Wealth Management, LLC | 0.32% | Add +1.1% | 309,844 | $5.6M |
| Choice Wealth Advisors LLC | 2.72% | Add +1.5% | 301,085 | $5.4M |
| Equitable Holdings, Inc. | 0.05% | Reduce -1.5% | 301,085 | $5.4M |
| Sound Income Strategies, LLC | 0.34% | Add +3.3% | 295,072 | $5.3M |
| Midwest Heritage Bank, FSB | 2.42% | Add +4.3% | 286,082 | $5.2M |
| Family Legacy, Inc. | 1.69% | Add +0.6% | 281,118 | $5.1M |
| Ironwood Investment Counsel, LLC | 0.82% | Add +11.8% | 270,758 | $4.9M |
| Valmark Advisers, Inc. | 0.08% | Add +1.9% | 266,534 | $4.8M |
| Archer Investment Corp | 1.28% | Reduce -21.9% | 263,222 | $4.8M |
| Traction Financial Partners, LLC | 3.69% | Reduce -6.8% | 259,546 | $4.7M |
| Schonfeld Strategic Advisors LLC | 0.04% | Reduce -4.3% | 253,558 | $4.6M |
| Naviter Wealth, LLC | 0.63% | Add +35.6% | 250,781 | $4.5M |
| Mid-American Wealth Advisory Group, Inc. | 2.71% | Reduce -3.3% | 238,504 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -6.8% | 234,475 | $4.2M |
| &partners | 0.08% | Add +409.8% | 233,422 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +0.5% | 232,971 | $4.2M |
| Aspen Investment Management Inc | 1.83% | Add +0.3% | 217,216 | $3.9M |
"% 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.