FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q4 2024 (December 31)446holders +32
45new positions
36sold out
$17.70avg. 13F price*
At the end of Q4 2024, 446 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, up 32 from Q3 2024. 45 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($896.2M), Royal Bank of Canada ($297.4M) and Wells Fargo & Company ($243.3M).
- Company
- FT-Preferred Secur & Inc. ETF
- Filed as
- FIRST TR EXCH TRADED FD III (Q4 2024)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $92.7M |
| Exits | 36 | $67.1M |
All 13F filers, Q3 2024 → Q4 2024: 20,218,024 shares bought and 6,455,591 shares sold, net +13,762,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 446 holders
| Morgan Stanley | 0.06% | Add +3.8% | 50,633,751 | $896.2M |
| Royal Bank of Canada | 0.06% | Add +1.7% | 16,800,881 | $297.4M |
| Wells Fargo & Company | 0.06% | Add +7.9% | 13,744,821 | $243.3M |
| LPL Financial LLC | 0.09% | Add +9.7% | 13,028,056 | $230.6M |
| UBS Group AG | 0.04% | Reduce -1.8% | 9,525,874 | $168.6M |
| Raymond James Financial Inc. | 0.06% | — | 8,567,404 | $151.6M |
| Bank of America Corp. | 0.01% | Add +14.9% | 7,093,224 | $125.6M |
| HighTower Advisors, LLC | 0.07% | Add +5.6% | 2,905,210 | $51.4M |
| Park National Corp. | 1.76% | Reduce -8.0% | 2,713,574 | $48.0M |
| Kestra Advisory Services, LLC | 0.24% | Add +8.7% | 2,476,663 | $43.8M |
| Ameriprise Financial Inc. | 0.01% | Add +79.0% | 2,448,070 | $43.3M |
| Stonebridge Advisors LLC | 85.51% | Add +1097.6% | 2,289,907 | $40.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +20.0% | 2,152,252 | $38.1M |
| Stifel Financial Corp. | 0.04% | Add +1.4% | 2,086,331 | $36.9M |
| Arax Advisory Partners | 2.15% | Add +25.9% | 1,928,594 | $34.1M |
| Osaic Holdings, Inc. | 0.08% | Add +19.8% | 1,905,576 | $33.7M |
| Prospera Financial Services Inc | 0.76% | Add +13.5% | 1,841,207 | $32.6M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -0.4% | 1,832,157 | $32.4M |
| Baird Financial Group, Inc. | 0.06% | Add +1.5% | 1,649,670 | $29.2M |
| Janney Montgomery Scott LLC | 0.08% | Reduce -0.2% | 1,629,200 | $28.8M |
| MAI Capital Management | 0.20% | New | 1,536,412 | $27.2M |
| Ocean Park Asset Management, LLC | 0.91% | No change | 1,507,144 | $26.7M |
| Magnus Financial Group LLC | 2.54% | Add +4.0% | 1,482,254 | $26.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.3% | 1,448,359 | $25.6M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -2.3% | 1,425,555 | $25.2M |
| Country Trust Bank | 0.62% | Add +1.6% | 1,400,300 | $24.8M |
| Affinity Wealth Management LLC | 4.31% | Add +3.5% | 1,375,206 | $24.3M |
| Integrity Wealth Advisors, Inc. | 16.31% | — | 1,253,288 | $22.2M |
| JPMorgan Chase & Co. | 0.00% | Add +18.2% | 1,169,879 | $20.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.53% | Add +3.0% | 1,093,365 | $19.4M |
| Falcon Wealth Planning | 2.14% | New | 1,082,971 | $19.2M |
| Mariner, LLC | 0.03% | Add +92.9% | 984,653 | $17.4M |
| Truist Financial Corp. | 0.03% | Add +4.1% | 979,266 | $17.3M |
| Steward Partners Investment Advisory, LLC | 0.15% | Add +0.2% | 930,708 | $16.5M |
| Private Advisor Group, LLC | 0.09% | Add +144.8% | 879,316 | $15.6M |
| HCR Wealth Advisors | 1.89% | Reduce -3.5% | 851,180 | $15.1M |
| Independent Advisor Alliance | 0.20% | New | 842,311 | $14.9M |
| Transform Wealth, LLC | 0.82% | Add +10.4% | 836,838 | $14.8M |
| MML Investors Services, LLC | 0.05% | Add +10.2% | 783,855 | $13.9M |
| Citigroup Inc. | 0.01% | Add +15.6% | 782,918 | $13.9M |
| Kingswood Wealth Advisors, LLC | 0.98% | Add +18.7% | 735,195 | $13.0M |
| Wealthspire Retirement, LLC | 1.02% | Add +7.6% | 727,448 | $12.9M |
| Avidian Wealth Enterprises, LLC | 0.55% | Add +1.1% | 688,283 | $12.2M |
| Waverly Advisors, LLC | 0.18% | Add +1.2% | 665,498 | $11.8M |
| Advisory Alpha, LLC | 0.41% | New | 657,658 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +13.7% | 636,290 | $11.3M |
| Barings LLC | 0.27% | No change | 633,195 | $11.2M |
| Kestra Private Wealth Services, LLC | 0.18% | Add +1.6% | 611,867 | $10.8M |
| Csenge Advisory Group | 0.57% | Add +6.7% | 590,066 | $10.4M |
| Eldridge Investment Advisors, Inc. | 2.33% | Reduce -0.3% | 565,413 | $10.0M |
| Bank of Montreal | 0.01% | Add +55.4% | 561,550 | $9.9M |
| Ashton Thomas Private Wealth, LLC | 0.37% | Add +67.9% | 541,563 | $9.6M |
| Howard Financial Services, LTD. | 1.27% | Add +18.6% | 525,576 | $9.3M |
| Trinity Legacy Partners, LLC | 2.37% | Reduce -1.3% | 518,706 | $9.2M |
| Ameritas Investment Partners, Inc. | 0.29% | Add +7.3% | 510,822 | $9.0M |
| Comerica Bank | 0.04% | Add +12.1% | 490,716 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.2% | 480,997 | $8.5M |
| State of Tennessee, Department of Treasury | 0.03% | New | 479,242 | $8.5M |
| Twelve Points Wealth Management LLC | 2.29% | Add +11.6% | 450,580 | $8.0M |
| Quad-Cities Investment Group, LLC | 3.77% | Add +0.8% | 434,388 | $7.7M |
| Glassy Mountain Advisors, Inc. | 2.60% | Add +21.2% | 428,626 | $7.6M |
| Kinloch Capital, LLC | 3.76% | Add +24.3% | 424,027 | $7.5M |
| Prasad Wealth Partners, LLC | 2.38% | — | 415,820 | $7.4M |
| Concurrent Investment Advisors, LLC | 0.19% | Reduce -8.8% | 402,079 | $7.1M |
| ORBA Wealth Advisors, L.L.C. | 3.71% | Reduce -2.4% | 400,672 | $7.1M |
| Robertson Stephens Wealth Management, LLC | 0.25% | Reduce -15.5% | 397,436 | $7.0M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -0.1% | 396,814 | $7.0M |
| Chicago Partners Investment Group LLC | 0.23% | Add +5.0% | 396,747 | $7.0M |
| Seros Financial, LLC | 6.27% | — | 401,017 | $7.0M |
| Sigma Planning Corp | 0.21% | Add +4.4% | 376,037 | $6.7M |
| Gradient Investments LLC | 0.13% | Add +5.0% | 375,447 | $6.6M |
| Mgo One Seven LLC | 0.25% | Reduce -2.7% | 373,428 | $6.6M |
| Focus Partners Wealth | 0.02% | Reduce -2.7% | 361,255 | $6.4M |
| &partners | 0.08% | Add +52.8% | 356,687 | $6.4M |
| PFS Partners, LLC | 3.45% | Add +1.8% | 357,661 | $6.3M |
| Harbour Investments, Inc. | 0.18% | Reduce -2.5% | 356,722 | $6.3M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -15.4% | 354,490 | $6.3M |
| Glass Jacobson Investment Advisors llc | 2.00% | Add +3.5% | 344,840 | $6.1M |
| Newman Dignan & Sheerar, Inc. | 1.53% | Add +2.9% | 336,698 | $6.0M |
| NewEdge Advisors, LLC | 0.04% | Add +43.4% | 336,302 | $6.0M |
| Gladstone Institutional Advisory LLC | 0.27% | Add +2.9% | 330,643 | $5.9M |
| Triumph Capital Management | 1.98% | Add +1.6% | 326,774 | $5.8M |
| Marion Wealth Management | 1.52% | Add +4.0% | 324,214 | $5.7M |
| Equitable Holdings, Inc. | 0.05% | Add +7.6% | 323,925 | $5.7M |
| Lokken Investment Group LLC | 2.44% | Add +1.0% | 318,743 | $5.6M |
| Twin Peaks Wealth Advisors, LLC | 2.38% | Reduce -2.6% | 317,333 | $5.6M |
| Flagstar Securities, Inc. | 1.39% | Reduce -5.3% | 315,582 | $5.6M |
| Sound Income Strategies, LLC | 0.33% | Add +2.8% | 303,393 | $5.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +87.7% | 301,987 | $5.3M |
| Western Wealth Management, LLC | 0.28% | Reduce -3.4% | 299,305 | $5.3M |
| Midwest Heritage Bank, FSB | 2.41% | Add +2.6% | 293,464 | $5.2M |
| Family Legacy, Inc. | 1.75% | Add +3.9% | 292,141 | $5.2M |
| Traction Financial Partners, LLC | 3.64% | Add +1.9% | 264,456 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -18.4% | 264,275 | $4.7M |
| Valmark Advisers, Inc. | 0.07% | Reduce -1.9% | 261,361 | $4.6M |
| Archer Investment Corp | 1.20% | Reduce -4.1% | 252,521 | $4.5M |
| Park Avenue Securities LLC | 0.05% | Add +56.5% | 252,236 | $4.5M |
| Fearless Solutions, LLC dba Best Invest | 3.29% | — | 243,703 | $4.3M |
| Naviter Wealth, LLC | 0.50% | Reduce -6.4% | 234,841 | $4.2M |
| Aspen Investment Management Inc | 1.93% | Add +7.9% | 234,335 | $4.1M |
"% 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.