FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q1 2025 (March 31)444holders −2
43new positions
41sold out
1famous investor
$17.59avg. 13F price*
At the end of Q1 2025, 444 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, down 2 from Q4 2024. 43 opened new positions and 41 sold out. The largest holders were Morgan Stanley ($919.8M), Royal Bank of Canada ($304.2M) and Wells Fargo & Company ($264.2M). 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 (Q1 2025)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $68.7M |
| Exits | 41 | $44.2M |
All 13F filers, Q4 2024 → Q1 2025: 16,386,136 shares bought and 8,445,213 shares sold, net +7,940,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| Morgan Stanley | 0.07% | Add +3.3% | 52,289,033 | $919.8M |
| Royal Bank of Canada | 0.07% | Add +3.0% | 17,296,239 | $304.2M |
| Wells Fargo & Company | 0.06% | Add +9.3% | 15,019,148 | $264.2M |
| LPL Financial LLC | 0.10% | Add +10.2% | 14,362,757 | $252.6M |
| UBS Group AG | 0.04% | Add +4.3% | 9,934,995 | $174.8M |
| Raymond James Financial Inc. | 0.06% | Add +3.6% | 8,879,611 | $156.2M |
| Bank of America Corp. | 0.01% | Add +0.7% | 7,143,179 | $125.6M |
| Ameriprise Financial Inc. | 0.02% | Add +41.5% | 3,464,598 | $60.9M |
| HighTower Advisors, LLC | 0.06% | Reduce -6.5% | 2,716,884 | $47.8M |
| Kestra Advisory Services, LLC | 0.22% | Add +3.6% | 2,566,326 | $45.1M |
| Park National Corp. | 1.64% | Reduce -6.8% | 2,529,670 | $44.5M |
| Osaic Holdings, Inc. | 0.09% | Add +20.5% | 2,295,805 | $40.4M |
| Stifel Financial Corp. | 0.04% | Add +1.3% | 2,114,124 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.6% | 2,075,332 | $36.5M |
| Advisory Alpha, LLC | 1.20% | Add +204.1% | 2,000,185 | $35.2M |
| Rockefeller Capital Management L.P. | 0.08% | Add +6.7% | 1,955,541 | $34.4M |
| Arax Advisory Partners | 2.17% | Reduce -0.1% | 1,926,036 | $33.9M |
| Prospera Financial Services Inc | 0.75% | Add +0.7% | 1,853,388 | $32.6M |
| Baird Financial Group, Inc. | 0.06% | Add +4.3% | 1,721,404 | $30.3M |
| MAI Capital Management | 0.21% | Add +3.2% | 1,585,683 | $27.9M |
| Magnus Financial Group LLC | 2.61% | Add +3.0% | 1,525,910 | $26.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.0% | 1,462,209 | $25.7M |
| Cetera Investment Advisers | 0.05% | New | 1,438,480 | $25.3M |
| Affinity Wealth Management LLC | 4.62% | Add +2.9% | 1,414,853 | $24.9M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -15.2% | 1,382,097 | $24.3M |
| Country Trust Bank | 0.61% | Reduce -1.3% | 1,381,510 | $24.3M |
| Integrity Wealth Advisors, Inc. | 16.05% | Reduce -0.7% | 1,245,179 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -17.6% | 1,175,031 | $20.7M |
| State of Tennessee, Department of Treasury | 0.08% | Add +142.0% | 1,159,900 | $20.4M |
| Falcon Wealth Planning | 2.23% | Add +5.1% | 1,138,468 | $20.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.49% | Reduce -1.6% | 1,075,906 | $18.9M |
| Ocean Park Asset Management, LLC | 0.63% | Reduce -32.7% | 1,014,515 | $17.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.0% | 994,550 | $17.5M |
| Truist Financial Corp. | 0.03% | Reduce -0.3% | 975,958 | $17.2M |
| Mariner, LLC | 0.03% | Reduce -5.5% | 930,666 | $16.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -0.1% | 929,279 | $16.3M |
| HCR Wealth Advisors | 2.12% | Add +8.9% | 927,396 | $16.3M |
| Transform Wealth, LLC | 0.91% | Add +1.6% | 850,386 | $15.0M |
| Citigroup Inc. | 0.01% | Add +8.3% | 848,020 | $14.9M |
| Wealthspire Retirement, LLC | 1.09% | Add +7.5% | 781,917 | $13.8M |
| Waverly Advisors, LLC | 0.15% | Add +6.6% | 709,406 | $12.5M |
| Avidian Wealth Enterprises, LLC | 0.54% | Add +0.8% | 693,914 | $12.2M |
| Csenge Advisory Group | 0.66% | Add +14.0% | 672,487 | $11.6M |
| Barings LLC | 0.28% | Reduce -1.7% | 622,445 | $10.9M |
| Bank of Montreal | 0.01% | Add +5.3% | 591,451 | $10.4M |
| Kestra Private Wealth Services, LLC | 0.17% | Reduce -5.0% | 581,594 | $10.2M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Add +5.8% | 572,693 | $10.1M |
| Kinloch Capital, LLC | 4.75% | Add +33.2% | 564,636 | $9.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.7% | 561,246 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -11.8% | 561,213 | $9.9M |
| Avantax Advisory Services, Inc. | 0.06% | Add +111.3% | 558,558 | $9.8M |
| Ameritas Investment Partners, Inc. | 0.34% | Add +8.4% | 553,951 | $9.7M |
| Trinity Legacy Partners, LLC | 2.41% | Add +4.5% | 541,777 | $9.5M |
| MML Investors Services, LLC | 0.03% | Reduce -37.0% | 493,969 | $8.7M |
| Frisch Financial Group, Inc. | 2.42% | New | 489,917 | $8.6M |
| &partners | 0.09% | Add +33.5% | 476,312 | $8.4M |
| Glassy Mountain Advisors, Inc. | 2.97% | Add +11.3% | 477,080 | $8.4M |
| Renaissance Technologies | 0.01% | New | 469,688 | $8.3M |
| Twelve Points Wealth Management LLC | 2.22% | Add +3.4% | 465,707 | $8.2M |
| Quad-Cities Investment Group, LLC | 4.04% | Add +7.2% | 465,534 | $8.2M |
| Stonebridge Advisors LLC | 100.00% | Reduce -79.8% | 461,875 | $8.1M |
| Howard Financial Services, LTD. | 1.11% | Reduce -12.1% | 461,801 | $8.1M |
| Prasad Wealth Partners, LLC | 2.55% | Add +6.9% | 444,693 | $7.8M |
| Comerica Bank | 0.03% | Reduce -12.0% | 431,930 | $7.6M |
| Seros Financial, LLC | 5.63% | Add +6.8% | 428,480 | $7.5M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +5.0% | 422,389 | $7.4M |
| ORBA Wealth Advisors, L.L.C. | 3.72% | Add +4.8% | 419,956 | $7.4M |
| Kingswood Wealth Advisors, LLC | 0.67% | Reduce -43.6% | 414,807 | $7.3M |
| Oppenheimer & Co. Inc. | 0.11% | Add +3.0% | 408,785 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -53.6% | 407,894 | $7.2M |
| Chicago Partners Investment Group LLC | 0.24% | Add +3.6% | 411,160 | $7.1M |
| Gradient Investments LLC | 0.14% | Add +7.2% | 402,551 | $7.1M |
| Sigma Planning Corp | 0.21% | Add +0.4% | 377,633 | $6.6M |
| Harbour Investments, Inc. | 0.19% | Add +5.2% | 375,089 | $6.6M |
| Mgo One Seven LLC | 0.25% | Reduce -0.3% | 372,323 | $6.5M |
| PFS Partners, LLC | 3.40% | Add +1.5% | 362,966 | $6.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +20.2% | 362,906 | $6.4M |
| NewEdge Advisors, LLC | 0.04% | Add +7.8% | 362,629 | $6.4M |
| Midwest Heritage Bank, FSB | 2.61% | Add +22.6% | 359,891 | $6.3M |
| Newman Dignan & Sheerar, Inc. | 1.70% | Add +5.0% | 353,676 | $6.2M |
| Equitable Holdings, Inc. | 0.06% | Add +7.5% | 348,121 | $6.1M |
| Stephens Inc. | 0.09% | Add +101.5% | 347,663 | $6.1M |
| Lokken Investment Group LLC | 2.58% | Add +9.0% | 347,335 | $6.1M |
| Glass Jacobson Investment Advisors llc | 2.00% | No change | 344,840 | $6.1M |
| Focus Partners Wealth | 0.02% | Reduce -4.4% | 345,451 | $6.1M |
| Gladstone Institutional Advisory LLC | 0.28% | Add +2.0% | 337,309 | $5.9M |
| Marion Wealth Management | 1.58% | Add +3.9% | 336,945 | $5.9M |
| IMA Advisory Services, Inc. | 0.67% | Add +60.6% | 321,392 | $5.7M |
| Fifth Third Securities, Inc. | 0.47% | New | 319,218 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -10.8% | 316,109 | $5.6M |
| Flagstar Securities, Inc. | 1.41% | Reduce -0.9% | 312,701 | $5.5M |
| Sound Income Strategies, LLC | 0.32% | Add +0.3% | 304,139 | $5.3M |
| Western Wealth Management, LLC | 0.34% | Reduce -1.7% | 294,327 | $5.2M |
| Family Legacy, Inc. | 1.77% | Add +0.6% | 293,911 | $5.2M |
| Twin Peaks Wealth Advisors, LLC | 2.32% | Reduce -6.3% | 297,345 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +53.0% | 262,995 | $4.6M |
| Valmark Advisers, Inc. | 0.07% | Add +0.4% | 262,329 | $4.6M |
| Jones Financial Companies LLLP | 0.00% | Add +30.6% | 253,922 | $4.5M |
| Naviter Wealth, LLC | 0.54% | Add +7.2% | 251,793 | $4.5M |
| Traction Financial Partners, LLC | 3.47% | Reduce -4.4% | 252,813 | $4.4M |
"% 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.