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 |
| Allworth Financial LP | 0.02% | Reduce -0.3% | 204,960 | $3.7M |
| Jane Street Group, LLC | 0.01% | Reduce -20.6% | 204,041 | $3.7M |
| Agilis Partners LLC | 1.01% | Add +1.0% | 200,235 | $3.6M |
| IMA Advisory Services, Inc. | 0.79% | New | 199,641 | $3.6M |
| Gill Capital Partners, LLC | 1.26% | Reduce -2.6% | 194,896 | $3.5M |
| Stonebridge Advisors LLC | 92.85% | Reduce -16.3% | 191,212 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -9.6% | 180,616 | $3.3M |
| Private Client Services, LLC | 1.71% | Add +3.8% | 176,045 | $3.2M |
| Stephens Inc. | 0.04% | Add +7.0% | 173,152 | $3.1M |
| Kovack Advisors, Inc. | 0.32% | Reduce -8.2% | 167,930 | $3.0M |
| Trustmark Bank Trust Department | 0.23% | Reduce -14.5% | 165,732 | $3.0M |
| Cedrus LLC | 1.10% | Add +26.8% | 164,212 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +5.0% | 163,605 | $3.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +54.6% | 162,987 | $3.0M |
| Icon Wealth Advisors, LLC | 0.25% | Reduce -3.5% | 162,868 | $2.9M |
| Toth Financial Advisory Corp. | 0.35% | Add +1.8% | 162,003 | $2.9M |
| Park Avenue Securities LLC | 0.03% | Reduce -14.3% | 161,129 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +45.8% | 160,915 | $2.9M |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.63% | Add +8.1% | 159,989 | $2.9M |
| City Holding Co. | 0.40% | Reduce -3.5% | 159,497 | $2.9M |
| Lake Street Private Wealth, LLC | 0.46% | Add +4.3% | 157,597 | $2.9M |
| IHT Wealth Management, LLC | 0.08% | Reduce -0.8% | 157,190 | $2.8M |
| RFG Advisory, LLC | 0.08% | Add +7.2% | 154,074 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -2.0% | 152,581 | $2.8M |
| Etesian Wealth Advisors, Inc. | 1.21% | Reduce -15.1% | 147,925 | $2.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +5.7% | 146,983 | $2.7M |
| Blackhawk Capital Partners, LLC | 1.40% | Add +5.0% | 145,091 | $2.6M |
| Darden Wealth Group Inc | 1.87% | Add +7.8% | 143,072 | $2.6M |
| Capital Investment Advisory Services, LLC | 0.24% | Add +4.0% | 142,274 | $2.6M |
| IFP Advisors, Inc | 0.09% | Reduce -2.0% | 141,802 | $2.6M |
| Private Advisory Group LLC | 0.32% | New | 141,531 | $2.6M |
| Prostatis Group LLC | 0.83% | Add +8.9% | 140,737 | $2.5M |
| United Advisor Group, LLC | 0.57% | Add +21.6% | 138,615 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +1.3% | 136,327 | $2.5M |
| Advisory Services Network, LLC | 0.05% | No change | 136,772 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -14.3% | 129,329 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Add +21.5% | 126,630 | $2.3M |
| Regal Investment Advisors LLC | 0.16% | Reduce -67.8% | 125,455 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | New | 120,011 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +5.0% | 119,207 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.4% | 118,465 | $2.1M |
| Beacon Financial Group | 0.23% | Reduce -4.9% | 118,354 | $2.1M |
| Walker Asset Management, LLC | 1.33% | Reduce -10.3% | 118,235 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +72.0% | 116,386 | $2.1M |
| Asset Allocation Strategies LLC | 0.60% | Add +1.1% | 116,129 | $2.1M |
| New Potomac Partners, LLC | 1.07% | Reduce -3.8% | 115,175 | $2.1M |
| Mainsail Financial Group, LLC | 1.17% | Reduce -9.4% | 109,053 | $2.0M |
| Kingsview Wealth Management, LLC | 0.04% | Add +9.1% | 108,408 | $2.0M |
| Bright Futures Wealth Management, LLC. | 0.95% | Add +4.5% | 109,406 | $2.0M |
| Independent Wealth Network Inc. | 0.87% | Add +2.1% | 107,958 | $2.0M |
| Prosperity Consulting Group, LLC | 0.14% | New | 100,427 | $1.8M |
| Lanark Financial, Inc. | 0.15% | Add +18.9% | 98,126 | $1.8M |
| StoneX Group Inc. | 0.13% | Add +20.1% | 97,256 | $1.8M |
| Private Trust Co. NA | 0.17% | Reduce -4.9% | 93,925 | $1.7M |
| Moser Wealth Advisors, LLC | 0.88% | Add +1.5% | 93,612 | $1.7M |
| Fullcircle Wealth LLC | 0.76% | Add +23.4% | 93,695 | $1.7M |
| Moors & Cabot, Inc. | 0.08% | Add +14.0% | 92,580 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -1.1% | 89,792 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +263.7% | 88,037 | $1.6M |
| Parallel Advisors, LLC | 0.04% | Reduce -4.4% | 87,398 | $1.6M |
| Gallacher Capital Management LLC | 0.72% | Reduce -31.6% | 86,721 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +9.1% | 86,405 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Reduce -3.7% | 85,324 | $1.5M |
| Summit Financial, LLC | 0.06% | Add +58.2% | 84,296 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +23.6% | 84,229 | $1.5M |
| WealthBridge Capital Management, LLC | 0.43% | Add +19.6% | 82,487 | $1.5M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -6.4% | 81,191 | $1.5M |
| Principal Securities, Inc. | 0.03% | Add +155.7% | 79,762 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.8% | 78,090 | $1.4M |
| Patten Group, Inc. | 0.31% | Reduce -1.1% | 77,296 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.10% | Add +13.3% | 74,377 | $1.3M |
| Wiser Advisor Group LLC | 1.96% | Add +0.2% | 72,541 | $1.3M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -2.3% | 71,019 | $1.3M |
| Summit Wealth Partners, LLC | 0.25% | Add +0.5% | 70,708 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.09% | New | 69,676 | $1.3M |
| Harvest Investment Services, LLC | 0.40% | Add +0.3% | 69,621 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -0.6% | 67,511 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +141.8% | 67,000 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +71.8% | 66,125 | $1.2M |
| Essex LLC | 0.24% | Reduce -4.7% | 64,460 | $1.2M |
| Perennial Investment Advisors, LLC | 0.15% | Add +198.1% | 64,291 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Reduce -4.6% | 63,828 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -2.9% | 63,194 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Add +7.3% | 60,987 | $1.1M |
| SPC Financial, Inc. | 0.10% | Reduce -2.5% | 59,636 | $1.1M |
| Brown Advisory Inc. | 0.00% | Add +11.3% | 58,968 | $1.1M |
| Bangor Savings Bank | 0.10% | Reduce -3.7% | 58,772 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -0.2% | 58,366 | $1.1M |
| Lion Street Advisors, LLC | 0.36% | Add +0.0% | 57,725 | $1.0M |
| ROI Financial Advisors, LLC | 0.72% | Add +4.8% | 57,706 | $1.0M |
| Altus Wealth Group LLC | 0.43% | Reduce -7.8% | 55,699 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | No change | 55,691 | $1.0M |
| Accel Wealth Management | 0.37% | Reduce -0.9% | 55,638 | $1.0M |
| Concentrum Wealth Management | 0.39% | No change | 54,732 | $991K |
| National Philanthropic Trust | 0.02% | No change | 52,029 | $942K |
| Berger Financial Group, Inc | 0.07% | Reduce -9.4% | 51,524 | $933K |
| Cooper Financial Group | 0.12% | Reduce -9.4% | 51,060 | $924K |
| Aspen Wealth Strategies, LLC | 0.59% | Add +1.2% | 50,959 | $922K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -26.5% | 50,191 | $908K |
| Prospect Financial Services LLC | 0.56% | Reduce -6.0% | 49,877 | $903K |
| Quantum Private Wealth, LLC | 0.30% | Reduce -15.3% | 49,667 | $899K |
| Strategic Blueprint, LLC | 0.06% | Add +5.8% | 48,766 | $883K |
| TrueWealth Advisors, LLC | 0.29% | Add +8.9% | 48,678 | $881K |
| Red Cedar Investment Management, LLC | 0.11% | No change | 48,657 | $881K |
| Cornell Pochily Investment Advisors, Inc. | 0.30% | Reduce -3.3% | 47,334 | $857K |
| Northwest Wealth Management, LLC | 0.19% | Add +0.2% | 45,455 | $823K |
| Quantum Portfolio Management LLC | 0.41% | New | 41,889 | $758K |
| Maia Wealth LLC | 0.18% | New | 41,133 | $740K |
| First Heartland Consultants, Inc. | 0.08% | Add +0.3% | 40,159 | $727K |
| IFG Advisory, LLC | 0.05% | Add +2.0% | 39,599 | $717K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +0.2% | 39,005 | $706K |
| Matrix Private Capital Group LLC | 0.39% | No change | 37,442 | $678K |
| Mutual Advisors, LLC | 0.02% | Add +3.0% | 37,629 | $677K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -7.5% | 36,681 | $664K |
| Wintrust Investments LLC | 0.48% | Reduce -89.7% | 35,843 | $648K |
| Kraematon Investment Advisors, Inc. | 0.63% | Reduce -13.5% | 35,650 | $645K |
| Oder Investment Management, LLC | 0.55% | Reduce -2.8% | 35,639 | $645K |
| Cypress Capital Group | 0.07% | Reduce -1.0% | 35,320 | $639K |
| Avantax Planning Partners, Inc. | 0.02% | Add +1.4% | 35,256 | $638K |
| Private Portfolio Partners LLC | 0.12% | New | 34,664 | $627K |
| 1834 Investment Advisors Co. | 0.07% | Reduce -24.6% | 33,580 | $608K |
| Soltis Investment Advisors LLC | 0.06% | Add +9.0% | 33,558 | $607K |
| Waterloo Capital, L.P. | 0.07% | Reduce -9.7% | 33,439 | $605K |
| Coastwise Capital Group, LLC | 0.49% | Add +1.6% | 32,899 | $595K |
| Stockman Wealth Management, Inc. | 0.09% | Reduce -2.1% | 32,443 | $587K |
| Level Four Advisory Services, LLC | 0.02% | Add +6.5% | 32,373 | $579K |
| TCFG Wealth Management, LLC | 0.29% | — | 31,457 | $569K |
| Good Life Advisors, LLC | 0.03% | Reduce -48.3% | 30,831 | $558K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -3.1% | 30,619 | $554K |
| Cascade Investment Group, Inc. | 0.40% | Reduce -0.2% | 30,473 | $552K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.8% | 30,128 | $545K |
| Apriem Advisors | 0.06% | No change | 30,000 | $543K |
| Cornerstone Advisory, LLC | 0.07% | Reduce -0.1% | 29,908 | $541K |
| PSI Advisors, LLC | 0.16% | Reduce -8.4% | 29,895 | $541K |
| First Hawaiian Bank | 0.02% | No change | 29,100 | $527K |
| Clear Creek Financial Management, LLC | 0.06% | Reduce -4.0% | 28,681 | $519K |
| NewEdge Wealth, LLC | 0.01% | Reduce -16.8% | 27,324 | $495K |
| Summit Financial Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 27,305 | $494K |
| Apollon Wealth Management, LLC | 0.01% | Add +14.0% | 27,274 | $494K |
| MGB Wealth Management, LLC | 0.18% | New | 27,000 | $490K |
| Citadel Advisors | 0.00% | New | 26,862 | $486K |
| Secure Asset Management, LLC | 0.08% | Add +13.5% | 26,417 | $478K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.2% | 25,273 | $457K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | Reduce -8.9% | 25,095 | $454K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -8.9% | 25,095 | $454K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.5% | 25,032 | $453K |
| Founders Financial Securities LLC | 0.04% | Reduce -12.2% | 24,878 | $450K |
| Woodmont Investment Counsel LLC | 0.03% | New | 24,817 | $449K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 24,688 | $447K |
| Arkadios Wealth Advisors | 0.03% | Add +111.0% | 24,432 | $442K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 24,270 | $439K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -20.0% | 24,050 | $436K |
| Tanglewood Legacy Advisors, LLC | 0.19% | Reduce -6.0% | 23,810 | $431K |
| Aurora Private Wealth, Inc. | 0.34% | Add +40.9% | 23,623 | $428K |
| Platform Technology Partners | 0.13% | Reduce -0.3% | 23,508 | $425K |
| PCG Wealth Advisors, LLC | 0.16% | Add +4.1% | 23,377 | $423K |
| OMNI 360 Wealth, Inc. | 0.29% | Reduce -6.1% | 23,159 | $419K |
| Barry Investment Advisors, LLC | 0.13% | Add +0.9% | 23,001 | $416K |
| LVZ, Inc. | 0.05% | Reduce -16.4% | 22,999 | $416K |
| Schnieders Capital Management LLC | 0.08% | No change | 22,590 | $409K |
| Tudor Financial Inc. | 0.25% | — | 22,498 | $407K |
| Dunhill Financial, LLC | 0.21% | Reduce -29.1% | 22,237 | $402K |
| First Trust Capital Management L.P. | 0.03% | No change | 22,222 | $402K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.6% | 22,087 | $400K |
| FSB Premier Wealth Management, Inc. | 0.16% | Add +0.3% | 22,030 | $399K |
| Shulman DeMeo Asset Management LLC | 0.10% | No change | 21,849 | $395K |
| Daymark Wealth Partners, LLC | 0.02% | New | 21,676 | $392K |
| TRUE Private Wealth Advisors | 0.05% | Add +10.6% | 20,936 | $379K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 20,674 | $374K |
| Belpointe Asset Management LLC | 0.02% | New | 20,075 | $363K |
| Proactive Wealth Strategies LLC | 0.20% | — | 20,024 | $362K |
| RPg Family Wealth Advisory, LLC | 0.12% | Reduce -2.2% | 19,938 | $361K |
| E&G Advisors, LLC | 0.10% | Reduce -0.5% | 19,905 | $360K |
| CWA Asset Management Group, LLC | 0.02% | — | 19,890 | $360K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +11.2% | 19,309 | $349K |
| EPG Wealth Management LLC | 0.09% | Add +0.0% | 19,144 | $347K |
| Quartz Partners, LLC | 0.22% | — | 19,080 | $345K |
| Ti-Trust, Inc. | 0.25% | Add +5.0% | 19,020 | $344K |
| Creekside Partners | 0.18% | Reduce -6.7% | 19,004 | $344K |
| 1776 Wealth LLC | 0.16% | No change | 18,962 | $343K |
| Measured Wealth Private Client Group, LLC | 0.11% | Reduce -57.5% | 18,883 | $342K |
| Lodestar Private Asset Management LLC | 0.04% | Add +17.9% | 18,854 | $341K |
| Ifrah Financial Services, Inc. | 0.09% | New | 18,518 | $335K |
| Park Edge Advisors, LLC | 0.09% | Reduce -14.0% | 18,344 | $332K |
| Diversified, LLC | 0.04% | No change | 18,243 | $330K |
| Diversified Enterprises, LLC | 0.04% | — | 18,243 | $330K |
| Acorn Wealth Advisors, LLC | 0.14% | New | 17,555 | $318K |
| Delta Financial Group, Inc. | 0.12% | No change | 17,500 | $317K |
| Shufro Rose & Co. LLC | 0.03% | No change | 18,200 | $316K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -2.9% | 17,392 | $315K |
| Boyce & Associates Wealth Consulting, Inc. | 0.31% | Add +10.9% | 16,733 | $303K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -29.6% | 16,563 | $300K |
| Americana Partners, LLC | 0.02% | Add +0.6% | 16,509 | $299K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +5.3% | 16,470 | $298K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +5.3% | 16,470 | $298K |
| Merkkuri Wealth Advisors LLC | 0.23% | Add +28.7% | 16,071 | $291K |
| Hudson Capital Management LLC | 0.10% | Add +9.6% | 15,860 | $287K |
| Creative Financial Designs Inc. | 0.02% | Reduce -3.1% | 15,819 | $286K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.1% | 15,772 | $285K |
| Global Retirement Partners, LLC | 0.01% | Reduce -3.7% | 15,581 | $282K |
| Acorn Financial Advisory Services Inc. | 0.05% | No change | 15,443 | $280K |
| American Institute for Advanced Investment Management, LLP | 0.20% | New | 15,425 | $279K |
| Stableford Capital II LLC | 0.11% | No change | 15,300 | $277K |
| M&R Capital Management Inc. | 0.06% | Add +0.0% | 15,304 | $277K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -6.4% | 15,187 | $275K |
| Everpar Advisors LLC | 0.14% | Reduce -23.6% | 15,162 | $274K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +2.7% | 15,185 | $274K |
| Atticus Wealth Management, LLC | 0.09% | Reduce -27.6% | 15,030 | $272K |
| Creative Planning | 0.00% | Add +32.8% | 14,869 | $269K |
| Thrivent Financial for Lutherans | 0.00% | Add +12.9% | 14,838 | $269K |
| Vista Investment Management | 0.10% | Reduce -5.0% | 14,725 | $267K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +0.2% | 14,669 | $266K |
| Investmark Advisory Group LLC | 0.13% | New | 14,564 | $264K |
| Whittier Trust Co. | 0.00% | No change | 13,910 | $252K |
| Owen LaRue, LLC | 0.13% | Reduce -9.1% | 13,759 | $249K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -10.8% | 13,729 | $248K |
| RVW Wealth, LLC | 0.02% | Reduce -23.7% | 13,557 | $245K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.5% | 13,468 | $244K |
| Claro Advisors Inc. | 0.03% | Reduce -53.1% | 13,472 | $244K |
| Financial Advocates Investment Management | 0.01% | Reduce -1.8% | 13,414 | $243K |
| Security National Bank | 0.03% | Add +3.5% | 13,372 | $242K |
| Oak Harvest Investment Services | 0.03% | No change | 13,325 | $241K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 13,156 | $238K |
| Certified Advisory Corp | 0.03% | Add +13.5% | 13,059 | $236K |
| Savant Capital, LLC | 0.00% | Reduce -25.6% | 12,916 | $234K |
| DeDora Capital, Inc. | 0.06% | No change | 12,748 | $231K |
| Centaurus Financial, Inc. | 0.01% | Add +11.3% | 12,685 | $230K |
| Carmichael Hill & Associates, Inc. | 0.08% | Add +1.2% | 12,530 | $227K |
| Novak & Powell Financial Services, Inc. | 0.13% | No change | 12,481 | $226K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,294 | $223K |
| City Center Advisors, LLC | 0.24% | Add +16.7% | 11,919 | $216K |
| Columbia Advisory Partners LLC | 0.20% | No change | 11,905 | $215K |
| Legacy Edge Advisors, LLC | 0.03% | No change | 11,892 | $215K |
| HFG Advisors, Inc. | 0.19% | No change | 11,672 | $211K |
| MBE Wealth Management, LLC | 0.12% | Add +0.1% | 11,670 | $211K |
| Advanced Asset Management Advisors Inc | 0.06% | No change | 12,000 | $208K |
| Hilltop Holdings Inc. | 0.01% | Add +1.9% | 11,425 | $207K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -96.2% | 11,324 | $205K |
| Keystone Financial Group | 0.03% | New | 11,071 | $200K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.1% | 10,993 | $199K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -11.1% | 10,964 | $198K |
| Mather Group, Llc. | 0.00% | New | 10,577 | $191K |
| Strategic Financial Partners, Ltd. | 0.10% | New | 10,525 | $191K |
| Chiron Capital Management, LLC | 0.17% | No change | 10,500 | $190K |
| Mendota Financial Group, LLC | 0.09% | Reduce -18.0% | 10,481 | $190K |
| Blue Zone Wealth Advisors, LLC | 0.06% | New | 10,307 | $187K |
| Cozad Asset Management Inc. | 0.02% | Add +0.6% | 10,302 | $186K |
| Simplicity Wealth,LLC | 0.02% | New | 10,254 | $186K |
| Choreo, LLC | 0.00% | New | 10,224 | $185K |
| Evoke Wealth, LLC | 0.01% | No change | 10,188 | $184K |
| Farther Finance Advisors, LLC | 0.01% | Add +5.8% | 10,174 | $184K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,131 | $183K |
| Venture Visionary Partners LLC | 0.01% | New | 10,104 | $183K |
| Keystone Wealth Services, LLC | 0.05% | No change | 10,075 | $182K |
| Matrix Trust Co | 0.03% | New | 9,556 | $173K |
| Clear Point Advisors Inc. | 0.11% | Add +1.4% | 7,770 | $141K |
| Smithfield Trust Co | 0.01% | No change | 7,400 | $135K |
| UMB Bank, n.a. | 0.00% | Reduce -3.4% | 6,917 | $125K |
| Creekmur Asset Management LLC | 0.03% | No change | 6,851 | $124K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -41.3% | 6,550 | $119K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +3.2% | 5,864 | $106K |
| FinTrust Capital Advisors, LLC | 0.01% | Add +552.3% | 4,736 | $86K |
| NBT Bank, N.A. | 0.01% | Reduce -7.0% | 4,488 | $81K |
| DHJJ Financial Advisors, Ltd. | 0.03% | Reduce -31.3% | 3,998 | $72K |
| FSC Wealth Advisors, LLC | 0.05% | Add +75.9% | 3,820 | $69K |
| Investors Research Corp | 0.01% | No change | 3,731 | $68K |
| CoreCap Advisors, LLC | 0.00% | New | 3,463 | $63K |
| Front Row Advisors LLC | 0.02% | Reduce -4.3% | 3,300 | $60K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,143 | $57K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.4% | 3,004 | $54K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,959 | $54K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,759 | $50K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 2,689 | $49K |
| National Bank of Canada | 0.00% | Add +3.3% | 2,686 | $49K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +4.1% | 2,562 | $46K |
| Mattson Financial Services, LLC | 0.02% | No change | 2,634 | $46K |
| Sunbelt Securities, Inc. | 0.00% | Add +7.7% | 2,183 | $40K |
| Hexagon Capital Partners LLC | 0.01% | No change | 2,169 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -44.3% | 2,082 | $38K |
| Lindbrook Capital, LLC | 0.00% | No change | 2,000 | $36K |
| Ameliora Wealth Management Ltd. | 0.01% | Add +93.1% | 1,431 | $26K |
| CENTRAL TRUST Co | 0.00% | New | 1,312 | $24K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.0% | 1,273 | $23K |
| Piscataqua Savings Bank | 0.02% | No change | 1,200 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,165 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,065 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 969 | $18K |
| Beacon Capital Management, LLC | 0.00% | Reduce -0.4% | 938 | $17K |
| Raleigh Capital Management Inc. | 0.01% | New | 855 | $15K |
| Main Street Group, LTD | 0.01% | No change | 850 | $15K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -74.5% | 719 | $13K |
| Darwin Wealth Management, LLC | 0.00% | New | 710 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -50.0% | 700 | $13K |
| Flaharty Asset Management, LLC | 0.00% | New | 647 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 628 | $11K |
| Assetmark, Inc. | 0.00% | Reduce -60.6% | 579 | $10K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -27.0% | 560 | $10K |
| AllSquare Wealth Management LLC | 0.01% | No change | 492 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 487 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 380 | $7K |
| Community Bank, N.A. | 0.00% | No change | 352 | $6K |
| CNB Bank | 0.00% | No change | 350 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 300 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 299 | $5K |
| First United Bank & Trust | 0.00% | No change | 220 | $4K |
| Paladin Wealth, LLC | 0.00% | — | 165 | $3K |
| Caitlin John, LLC | 0.00% | No change | 165 | $3K |
| ORG Partners LLC | 0.00% | No change | 151 | $3K |
| Northwest Investment Counselors, LLC | 0.00% | New | 136 | $2K |
| Key Financial Inc | 0.00% | No change | 127 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -96.7% | 125 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $1K |
| FMR LLC | 0.00% | Add +33.3% | 4 | $72 |
| Peterson Wealth Services | 0.00% | New | 3 | $46 |
"% 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.