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 |
| D.A. Davidson & Co. | 0.03% | Reduce -0.8% | 231,179 | $4.1M |
| Advisory Services Network, LLC | 0.07% | Add +55.8% | 213,103 | $3.8M |
| Ironwood Investment Counsel, LLC | 0.61% | Reduce -25.8% | 200,788 | $3.6M |
| Agilis Partners LLC | 1.07% | Add +0.1% | 200,435 | $3.5M |
| Allworth Financial LP | 0.02% | Reduce -2.5% | 199,791 | $3.5M |
| IMA Advisory Services, Inc. | 0.43% | Add +0.2% | 200,129 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +67.0% | 194,421 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +14.1% | 186,672 | $3.3M |
| Gill Capital Partners, LLC | 1.18% | Reduce -4.4% | 186,334 | $3.3M |
| Private Client Services, LLC | 1.72% | Add +2.7% | 180,764 | $3.2M |
| Creative Planning | 0.00% | Add +1088.9% | 176,772 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Add +8.4% | 176,653 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.9% | 173,567 | $3.1M |
| Stephens Inc. | 0.04% | Reduce -0.3% | 172,549 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -15.8% | 171,877 | $3.0M |
| Toth Financial Advisory Corp. | 0.34% | Add +2.1% | 165,464 | $2.9M |
| IFP Advisors, Inc | 0.10% | Add +16.0% | 164,450 | $2.9M |
| RFG Advisory, LLC | 0.08% | Add +5.9% | 163,165 | $2.9M |
| Lake Street Private Wealth, LLC | 0.46% | Add +3.3% | 162,836 | $2.9M |
| United Advisor Group, LLC | 0.57% | Add +17.4% | 162,771 | $2.9M |
| Prosperity Consulting Group, LLC | 0.21% | Add +59.3% | 160,016 | $2.8M |
| Icon Wealth Advisors, LLC | 0.23% | Reduce -1.8% | 159,945 | $2.8M |
| IHT Wealth Management, LLC | 0.09% | Reduce -0.1% | 157,022 | $2.8M |
| AE Wealth Management LLC | 0.02% | Add +13.4% | 154,662 | $2.7M |
| US Bancorp \de | 0.00% | Add +0.6% | 153,440 | $2.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.04% | Add +3.2% | 151,712 | $2.7M |
| City Holding Co. | 0.38% | Reduce -5.7% | 150,402 | $2.7M |
| First Trust Advisors LP | 0.00% | Add +69.1% | 148,837 | $2.6M |
| Prostatis Group LLC | 0.77% | Add +5.5% | 148,499 | $2.6M |
| Darden Wealth Group Inc | 1.75% | Add +2.2% | 146,220 | $2.6M |
| Trustmark Bank Trust Department | 0.19% | Reduce -12.1% | 145,688 | $2.6M |
| Private Advisory Group LLC | 0.29% | Add +2.0% | 144,381 | $2.6M |
| Hickory Asset Management, Inc. | 2.16% | — | 143,564 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +10.0% | 139,349 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Add +12.2% | 134,628 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +11.4% | 132,761 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.23% | Reduce -6.7% | 132,757 | $2.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +21.8% | 132,022 | $2.3M |
| Walker Asset Management, LLC | 1.42% | Add +10.2% | 130,235 | $2.3M |
| Etesian Wealth Advisors, Inc. | 1.01% | Reduce -12.8% | 128,995 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -0.7% | 128,442 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +6.0% | 125,540 | $2.2M |
| Mainsail Financial Group, LLC | 1.20% | Add +7.5% | 117,234 | $2.1M |
| Principal Securities, Inc. | 0.04% | Add +38.7% | 110,639 | $2.0M |
| Independent Wealth Network Inc. | 0.78% | Add +0.5% | 108,525 | $1.9M |
| Beacon Financial Group | 0.20% | Reduce -11.6% | 104,617 | $1.9M |
| StoneX Group Inc. | 0.10% | Add +6.9% | 103,942 | $1.8M |
| Moors & Cabot, Inc. | 0.08% | Add +6.8% | 98,854 | $1.7M |
| Fullcircle Wealth LLC | 0.71% | Add +3.6% | 97,093 | $1.7M |
| Moser Wealth Advisors, LLC | 0.88% | Add +1.7% | 95,184 | $1.7M |
| Strategic Financial Concepts, LLC | 0.32% | Add +740.0% | 95,124 | $1.7M |
| Golden State Wealth Management, LLC | 0.25% | — | 93,941 | $1.7M |
| Synovus Financial Corp. | 0.02% | Add +6.6% | 92,139 | $1.6M |
| Harvest Investment Services, LLC | 0.39% | Add +30.1% | 90,579 | $1.6M |
| Patten Group, Inc. | 0.35% | Add +15.4% | 89,212 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | Add +1.1% | 86,233 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +2.1% | 85,983 | $1.5M |
| WealthBridge Capital Management, LLC | 0.42% | Add +4.1% | 85,844 | $1.5M |
| Summit Financial Wealth Advisors, LLC | 0.29% | Add +210.3% | 84,725 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -7.8% | 82,747 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Reduce -7.7% | 80,656 | $1.4M |
| Private Trust Co. NA | 0.14% | Reduce -16.8% | 78,181 | $1.4M |
| Summit Financial, LLC | 0.05% | Reduce -7.4% | 78,066 | $1.4M |
| Kovack Advisors, Inc. | 0.13% | Reduce -54.0% | 77,300 | $1.4M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -4.9% | 77,204 | $1.4M |
| Silver Oak Securities, Incorporated | 0.13% | Add +471.1% | 76,923 | $1.4M |
| Gallacher Capital Management LLC | 0.67% | Reduce -12.1% | 76,257 | $1.3M |
| Argyle Capital Partners, LLC | 1.12% | — | 73,642 | $1.3M |
| Independent Financial Group, LLC | 0.04% | Reduce -5.9% | 73,495 | $1.3M |
| Wiser Advisor Group LLC | 1.89% | Add +1.0% | 73,263 | $1.3M |
| Strategic Blueprint, LLC | 0.07% | Add +44.9% | 70,665 | $1.3M |
| Perennial Investment Advisors, LLC | 0.15% | Add +9.1% | 70,156 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Add +0.3% | 69,869 | $1.2M |
| Matrix Trust Co | 0.21% | Add +609.2% | 67,774 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -10.9% | 66,251 | $1.2M |
| PCG Wealth Advisors, LLC | 0.43% | Add +179.9% | 65,440 | $1.2M |
| Lion Street Advisors, LLC | 0.37% | Add +12.1% | 64,732 | $1.1M |
| Essex LLC | 0.24% | Reduce -0.1% | 64,375 | $1.1M |
| Aspen Wealth Strategies, LLC | 0.73% | Add +26.2% | 64,312 | $1.1M |
| Integrated Advisors Network LLC | 0.05% | Add +0.8% | 64,307 | $1.1M |
| Advisor OS, LLC | 0.13% | Reduce -87.5% | 63,092 | $1.1M |
| Blackhawk Capital Partners, LLC | 0.58% | Reduce -56.5% | 63,074 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Reduce -2.1% | 61,860 | $1.1M |
| Summit Wealth Partners, LLC | 0.22% | Reduce -13.5% | 61,147 | $1.1M |
| Puff Wealth Management, LLC | 1.88% | — | 60,848 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -10.3% | 60,583 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -0.8% | 60,506 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -17.1% | 58,851 | $1.0M |
| ROI Financial Advisors, LLC | 0.70% | Add +0.7% | 58,098 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +1.6% | 56,574 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -4.2% | 56,501 | $1.0M |
| Bangor Savings Bank | 0.09% | Reduce -4.8% | 55,973 | $991K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +7.1% | 53,742 | $951K |
| Accel Wealth Management | 0.35% | Reduce -5.0% | 52,872 | $936K |
| SPC Financial, Inc. | 0.08% | Reduce -12.6% | 52,141 | $923K |
| National Philanthropic Trust | 0.01% | No change | 52,029 | $921K |
| RiverTree Advisors, LLC | 0.60% | New | 51,738 | $916K |
| Composition Wealth, LLC | 0.02% | Reduce -11.5% | 51,638 | $914K |
| Northwest Wealth Management, LLC | 0.19% | Add +12.2% | 51,000 | $903K |
| TrueWealth Advisors, LLC | 0.30% | Add +4.2% | 50,728 | $898K |
| Prospect Financial Services LLC | 0.49% | Add +0.9% | 50,340 | $891K |
| Bright Futures Wealth Management, LLC. | 0.79% | Reduce -54.6% | 49,647 | $880K |
| Berger Financial Group, Inc | 0.06% | Reduce -5.5% | 48,679 | $862K |
| Red Cedar Investment Management, LLC | 0.11% | No change | 48,657 | $861K |
| Kraematon Investment Advisors, Inc. | 0.84% | Add +34.2% | 47,833 | $847K |
| Barry Investment Advisors, LLC | 0.27% | Add +107.3% | 47,675 | $844K |
| Cooper Financial Group | 0.10% | Reduce -11.0% | 45,439 | $804K |
| Old Mission Capital LLC | 0.02% | New | 45,061 | $798K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +13.2% | 44,138 | $781K |
| Avantax Planning Partners, Inc. | 0.03% | Add +23.6% | 43,593 | $772K |
| Altus Wealth Group LLC | 0.34% | Reduce -21.9% | 43,517 | $770K |
| NewEdge Wealth, LLC | 0.01% | Add +57.2% | 42,946 | $760K |
| Meridian Financial Partners LLC | 0.39% | New | 41,910 | $742K |
| Maia Wealth LLC | 0.16% | Reduce -0.2% | 41,056 | $728K |
| Cornell Pochily Investment Advisors, Inc. | 0.25% | Reduce -15.2% | 40,151 | $711K |
| Sovran Advisors, LLC | 0.10% | — | 40,153 | $705K |
| IFG Advisory, LLC | 0.04% | Add +0.3% | 39,703 | $703K |
| Quantum Private Wealth, LLC | 0.22% | Reduce -20.1% | 39,668 | $702K |
| Private Portfolio Partners LLC | 0.13% | Add +11.3% | 38,571 | $683K |
| Winebrenner Capital Management LLC | 0.52% | — | 38,218 | $676K |
| Mutual Advisors, LLC | 0.02% | Add +0.5% | 37,814 | $671K |
| Matrix Private Capital Group LLC | 0.38% | No change | 37,442 | $663K |
| Freedom Financial Partners LLC | 0.31% | — | 36,238 | $641K |
| Wintrust Investments LLC | 0.56% | Add +0.9% | 36,150 | $639K |
| Concentrum Wealth Management | 0.22% | Reduce -34.3% | 35,965 | $637K |
| Oder Investment Management, LLC | 0.53% | Add +0.4% | 35,778 | $633K |
| Medallion Wealth Advisors, LLC | 0.31% | — | 35,961 | $633K |
| Cornerstone Wealth Management, LLC | 0.04% | New | 35,520 | $629K |
| Visionary Wealth Advisors | 0.04% | New | 35,431 | $627K |
| Geneos Wealth Management Inc. | 0.02% | New | 34,434 | $609K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -16.3% | 33,621 | $595K |
| 1834 Investment Advisors Co. | 0.08% | No change | 33,580 | $594K |
| Level Four Advisory Services, LLC | 0.02% | Add +2.5% | 33,172 | $587K |
| Opulen Financial Group LLC | 0.53% | — | 33,074 | $585K |
| Woodmont Investment Counsel LLC | 0.04% | Add +31.6% | 32,658 | $578K |
| Cary Street Partners Financial LLC | 0.02% | — | 32,519 | $576K |
| Coastwise Capital Group, LLC | 0.45% | Reduce -3.9% | 31,626 | $560K |
| Gries Financial LLC | 0.10% | New | 30,977 | $548K |
| TCFG Wealth Management, LLC | 0.28% | Reduce -2.5% | 30,668 | $543K |
| Cascade Investment Group, Inc. | 0.38% | Reduce -0.4% | 30,353 | $537K |
| Wedbush Securities Inc. | 0.02% | Add +0.0% | 30,135 | $533K |
| Bank of New York Mellon Corp | 0.00% | New | 29,752 | $527K |
| First Hawaiian Bank | 0.02% | No change | 29,100 | $515K |
| First Financial Group Corp | 0.55% | — | 28,035 | $496K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +10.8% | 27,999 | $496K |
| Secure Asset Management, LLC | 0.07% | Add +5.5% | 27,884 | $494K |
| Good Life Advisors, LLC | 0.04% | Reduce -9.6% | 27,861 | $493K |
| PSI Advisors, LLC | 0.15% | Reduce -7.1% | 27,760 | $491K |
| MGB Wealth Management, LLC | 0.15% | No change | 27,000 | $478K |
| Ballew Advisors, Inc | 0.30% | New | 27,050 | $474K |
| HB Wealth Management, LLC | 0.00% | New | 26,744 | $473K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -7.3% | 26,585 | $471K |
| Creekside Partners | 0.24% | Add +39.6% | 26,528 | $470K |
| Garden State Investment Advisory Services LLC | 0.14% | New | 26,141 | $463K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +33.9% | 25,863 | $458K |
| Aurora Private Wealth, Inc. | 0.34% | Add +7.8% | 25,465 | $451K |
| Boyce & Associates Wealth Consulting, Inc. | 0.46% | Add +52.2% | 25,473 | $451K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 25,095 | $444K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 25,095 | $444K |
| Vermillion Wealth Management, Inc. | 0.22% | — | 24,752 | $438K |
| Focus Financial Network, Inc. | 0.02% | Add +1.8% | 24,695 | $437K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 24,688 | $437K |
| Cypress Capital Group | 0.05% | Reduce -30.4% | 24,570 | $435K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -25.3% | 24,228 | $429K |
| Dunhill Financial, LLC | 0.20% | Add +8.5% | 24,137 | $427K |
| American Institute for Advanced Investment Management, LLP | 0.32% | Add +55.8% | 24,025 | $425K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -0.1% | 24,023 | $425K |
| Tudor Financial Inc. | 0.25% | Add +6.3% | 23,919 | $423K |
| CreativeOne Wealth, LLC | 0.01% | New | 23,822 | $422K |
| Tanglewood Legacy Advisors, LLC | 0.18% | No change | 23,810 | $421K |
| LVZ, Inc. | 0.05% | Add +2.1% | 23,475 | $416K |
| Platform Technology Partners | 0.13% | Reduce -0.2% | 23,467 | $415K |
| Founders Financial Securities LLC | 0.04% | Reduce -6.2% | 23,339 | $413K |
| Choice Wealth Advisors LLC | 0.21% | Reduce -92.3% | 23,250 | $412K |
| OMNI 360 Wealth, Inc. | 0.27% | Add +0.0% | 23,163 | $410K |
| Goldman Sachs Group Inc. | 0.00% | Add +88.3% | 23,146 | $410K |
| Morey & Quinn Wealth Partners, LLC | 0.34% | — | 22,857 | $405K |
| Apriem Advisors | 0.05% | Reduce -24.4% | 22,680 | $401K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.4% | 22,620 | $400K |
| Schnieders Capital Management LLC | 0.08% | No change | 22,590 | $400K |
| Topsail Wealth Management, LLC | 0.08% | — | 21,721 | $384K |
| Hilltop Holdings Inc. | 0.02% | Add +89.2% | 21,620 | $383K |
| TRUE Private Wealth Advisors | 0.05% | Add +1.1% | 21,162 | $375K |
| Park Edge Advisors, LLC | 0.11% | Add +12.5% | 20,639 | $365K |
| Ti-Trust, Inc. | 0.24% | Add +7.6% | 20,474 | $362K |
| First Trust Capital Management L.P. | 0.03% | Reduce -8.0% | 20,444 | $362K |
| Belpointe Asset Management LLC | 0.02% | Add +0.1% | 20,103 | $357K |
| RPg Family Wealth Advisory, LLC | 0.12% | Reduce -0.1% | 19,927 | $353K |
| E&G Advisors, LLC | 0.10% | No change | 19,905 | $352K |
| CWA Asset Management Group, LLC | 0.02% | No change | 19,890 | $352K |
| Columbia Advisory Partners LLC | 0.33% | Add +66.4% | 19,813 | $351K |
| EPG Wealth Management LLC | 0.09% | Add +1.4% | 19,420 | $344K |
| Quartz Partners, LLC | 0.21% | No change | 19,080 | $338K |
| Centaurus Financial, Inc. | 0.02% | Add +49.9% | 19,017 | $337K |
| Baxter Bros Inc. | 0.04% | New | 18,477 | $327K |
| Thrivent Financial for Lutherans | 0.00% | Add +21.5% | 18,029 | $325K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -45.6% | 18,255 | $323K |
| 1776 Wealth LLC | 0.15% | Reduce -3.8% | 18,250 | $323K |
| Arkadios Wealth Advisors | 0.02% | Reduce -25.8% | 18,125 | $321K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -33.7% | 18,088 | $320K |
| FSB Premier Wealth Management, Inc. | 0.13% | Reduce -19.1% | 17,831 | $316K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.3% | 17,784 | $315K |
| Lodestar Private Asset Management LLC | 0.04% | Reduce -6.5% | 17,631 | $312K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +0.1% | 17,578 | $311K |
| Delta Financial Group, Inc. | 0.07% | No change | 17,500 | $310K |
| Realta Investment Advisors | 0.13% | New | 17,394 | $310K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -22.2% | 16,865 | $299K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,680 | $295K |
| Investmark Advisory Group LLC | 0.14% | Add +14.1% | 16,619 | $294K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.2% | 16,593 | $294K |
| PFG Investments, LLC | 0.02% | New | 16,313 | $289K |
| Creative Financial Designs Inc. | 0.02% | Add +2.9% | 16,276 | $288K |
| Diversified Enterprises, LLC | 0.03% | Reduce -12.3% | 15,993 | $283K |
| Global Retirement Partners, LLC | 0.01% | Add +2.6% | 15,987 | $283K |
| Transcend Capital Advisors, LLC | 0.02% | Add +0.1% | 15,792 | $280K |
| Cresset Asset Management, LLC | 0.00% | Reduce -37.1% | 15,751 | $279K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 15,622 | $277K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +2.6% | 15,588 | $276K |
| Proactive Wealth Strategies LLC | 0.14% | Reduce -22.4% | 15,531 | $275K |
| Householder Group Estate & Retirement Specialist, LLC | 0.20% | Add +1.9% | 15,470 | $273K |
| Stableford Capital II LLC | 0.11% | No change | 15,300 | $271K |
| Measured Wealth Private Client Group, LLC | 0.09% | Reduce -19.5% | 15,196 | $269K |
| Acorn Financial Advisory Services Inc. | 0.04% | Reduce -1.9% | 15,152 | $268K |
| Helium Advisors LLC | 0.21% | — | 15,145 | $268K |
| Tanager Wealth Management LLP | 0.03% | New | 14,939 | $264K |
| Vista Investment Management | 0.10% | Add +0.8% | 14,840 | $263K |
| Everpar Advisors LLC | 0.13% | Reduce -2.3% | 14,821 | $262K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +0.2% | 14,701 | $260K |
| Nilsine Partners, LLC | 0.03% | New | 14,685 | $260K |
| Merkkuri Wealth Advisors LLC | 0.21% | Reduce -8.8% | 14,656 | $259K |
| Oak Harvest Investment Services | 0.04% | Add +7.1% | 14,274 | $253K |
| Waterloo Capital, L.P. | 0.03% | Reduce -57.4% | 14,246 | $252K |
| DeDora Capital, Inc. | 0.07% | Add +10.8% | 14,129 | $250K |
| Hudson Capital Management LLC | 0.08% | Reduce -11.1% | 14,097 | $250K |
| Whittier Trust Co. | 0.00% | No change | 13,910 | $246K |
| Claro Advisors Inc. | 0.03% | Reduce -2.0% | 13,200 | $234K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -27.5% | 13,200 | $234K |
| Compound Planning, Inc. | 0.01% | New | 13,121 | $232K |
| Security National Bank | 0.03% | Reduce -1.9% | 13,117 | $232K |
| City Center Advisors, LLC | 0.26% | Add +8.4% | 12,926 | $229K |
| Savant Capital, LLC | 0.00% | Reduce -0.2% | 12,886 | $228K |
| Perigon Wealth Management, LLC | 0.01% | New | 12,364 | $219K |
| Diversify Wealth Management, LLC | 0.02% | New | 12,328 | $217K |
| Novak & Powell Financial Services, Inc. | 0.13% | Reduce -2.4% | 12,181 | $216K |
| Owen LaRue, LLC | 0.11% | Reduce -11.9% | 12,122 | $215K |
| Certified Advisory Corp | 0.02% | Reduce -7.3% | 12,111 | $214K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -41.6% | 12,078 | $214K |
| Financial Advocates Investment Management | 0.01% | Reduce -10.3% | 12,030 | $213K |
| Advanced Asset Management Advisors Inc | 0.06% | No change | 12,000 | $212K |
| TFG Advisers LLC | 0.08% | New | 11,930 | $211K |
| Keystone Financial Group | 0.02% | Add +7.2% | 11,871 | $210K |
| Mesirow Financial Investment Management, Inc. | 0.00% | New | 11,794 | $209K |
| Cozad Asset Management Inc. | 0.02% | Add +14.1% | 11,755 | $208K |
| MBE Wealth Management, LLC | 0.12% | Add +0.3% | 11,709 | $207K |
| HFG Advisors, Inc. | 0.18% | No change | 11,672 | $207K |
| Spire Wealth Management | 0.01% | New | 11,450 | $203K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 11,368 | $201K |
| Partners Wealth Management, LLC | 0.23% | — | 11,282 | $200K |
| Chiron Capital Management, LLC | 0.19% | Add +6.7% | 11,200 | $198K |
| Assetmark, Inc. | 0.00% | Add +1833.2% | 11,193 | $198K |
| GeoWealth Management, LLC | 0.01% | Reduce -96.9% | 11,180 | $198K |
| Ballentine Partners, LLC | 0.00% | New | 11,080 | $196K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -17.9% | 10,796 | $191K |
| Arete Wealth Advisors, LLC | 0.01% | Reduce -2.0% | 10,749 | $190K |
| Mather Group, Llc. | 0.00% | No change | 10,577 | $187K |
| Blue Zone Wealth Advisors, LLC | 0.05% | Add +2.5% | 10,564 | $187K |
| Strategic Financial Partners, Ltd. | 0.10% | Add +0.0% | 10,529 | $186K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -12.8% | 10,376 | $184K |
| Ehrlich Financial Group | 0.13% | New | 10,253 | $181K |
| Evoke Wealth, LLC | 0.01% | No change | 10,188 | $180K |
| Choreo, LLC | 0.00% | Reduce -1.6% | 10,059 | $178K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -15.1% | 8,639 | $153K |
| Smithfield Trust Co | 0.01% | No change | 7,400 | $132K |
| Mendota Financial Group, LLC | 0.08% | Reduce -30.3% | 7,301 | $129K |
| Creekmur Asset Management LLC | 0.03% | No change | 6,851 | $121K |
| Caldwell Sutter Capital, Inc. | 0.05% | No change | 5,864 | $104K |
| Marshall Investment Management, LLC | 0.06% | — | 5,613 | $102K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -12.7% | 5,720 | $101K |
| MPWM Advisory Solutions, LLC | 0.07% | — | 5,164 | $91K |
| NBT Bank, N.A. | 0.01% | No change | 4,488 | $79K |
| National Bank of Canada | 0.00% | Add +55.9% | 4,186 | $74K |
| Synergy Investment Management, LLC | 0.03% | — | 4,142 | $73K |
| Atticus Wealth Management, LLC | 0.02% | Reduce -74.3% | 3,863 | $68K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +435.3% | 3,849 | $68K |
| Mattson Financial Services, LLC | 0.02% | Add +42.5% | 3,753 | $68K |
| FSC Wealth Advisors, LLC | 0.04% | No change | 3,820 | $68K |
| Investors Research Corp | 0.01% | No change | 3,731 | $66K |
| CoreCap Advisors, LLC | 0.00% | No change | 3,463 | $61K |
| UMB Bank, n.a. | 0.00% | Reduce -50.9% | 3,395 | $60K |
| S&T Bank | 0.02% | New | 3,389 | $60K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,143 | $56K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,959 | $52K |
| Front Row Advisors LLC | 0.02% | Reduce -12.1% | 2,900 | $51K |
| Bellevue Asset Management, LLC | 0.03% | No change | 2,759 | $49K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 2,706 | $48K |
| ORG Partners LLC | 0.01% | Add +1655.6% | 2,651 | $47K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2,220 | $39K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -1.8% | 2,129 | $38K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 2,082 | $37K |
| Lindbrook Capital, LLC | 0.00% | No change | 2,000 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -50.6% | 1,973 | $35K |
| Promus Capital, LLC | 0.03% | — | 1,963 | $35K |
| Transce3nd, LLC | 0.01% | — | 1,782 | $32K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -18.9% | 1,771 | $31K |
| Raleigh Capital Management Inc. | 0.01% | Add +96.6% | 1,681 | $30K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 1,431 | $25K |
| Kestra Investment Management, LLC | 0.00% | New | 1,373 | $24K |
| CENTRAL TRUST Co | 0.00% | No change | 1,312 | $23K |
| Park Square Financial Group, LLC | 0.02% | — | 1,298 | $23K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.4% | 1,291 | $23K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,250 | $22K |
| Evelyn Partners Investment Management LLP | 0.00% | — | 1,250 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 1,200 | $21K |
| IMG Wealth Management, Inc. | 0.02% | — | 1,179 | $21K |
| Blue Trust, Inc. | 0.00% | New | 1,173 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,165 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,065 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 969 | $17K |
| Beacon Capital Management, LLC | 0.00% | No change | 938 | $17K |
| Main Street Group, LTD | 0.01% | No change | 850 | $15K |
| HM Payson & Co. | 0.00% | New | 812 | $14K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 700 | $12K |
| AlphaMark Advisors, LLC | 0.01% | New | 700 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 628 | $11K |
| Fairway Wealth LLC | 0.00% | New | 600 | $11K |
| Sandy Spring Bank | 0.00% | New | 559 | $10K |
| Ameriflex Group, Inc. | 0.00% | — | 529 | $9K |
| 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 |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 379 | $7K |
| Vision Financial Markets LLC | 0.01% | — | 304 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 300 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 299 | $5K |
| FLP Wealth Management, LLC | 0.01% | — | 220 | $4K |
| First United Bank & Trust | 0.00% | No change | 220 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 181 | $3K |
| Caitlin John, LLC | 0.00% | No change | 165 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 125 | $2K |
| Oarsman Capital, Inc. | 0.00% | New | 106 | $2K |
| Lanark Financial, Inc. | 0.15% | — | 94 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 39 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 45 | $797 |
| FMR LLC | 0.00% | Add +600.0% | 28 | $496 |
| Capital A Wealth Management, LLC | 0.00% | — | 5 | $89 |
| Peterson Wealth Services | 0.00% | No change | 3 | $45 |
"% 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.