FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q2 2025 (June 30)444holders
41new positions
41sold out
1famous investor
$17.38avg. 13F price*
At the end of Q2 2025, 444 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, unchanged from Q1 2025. 41 opened new positions and 41 sold out. The largest holders were Morgan Stanley ($915.3M), Royal Bank of Canada ($390.4M) and Wells Fargo & Company ($260.7M). 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 (Q2 2025)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $51.6M |
| Exits | 41 | $25.3M |
All 13F filers, Q1 2025 → Q2 2025: 19,385,604 shares bought and 6,672,241 shares sold, net +12,713,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| Morgan Stanley | 0.06% | Reduce -1.7% | 51,422,137 | $915.3M |
| Royal Bank of Canada | 0.08% | Add +26.8% | 21,935,100 | $390.4M |
| Wells Fargo & Company | 0.06% | Reduce -2.5% | 14,645,247 | $260.7M |
| LPL Financial LLC | 0.08% | Reduce -3.6% | 13,848,675 | $246.5M |
| UBS Group AG | 0.04% | Add +2.8% | 10,214,470 | $181.8M |
| Raymond James Financial Inc. | 0.05% | Reduce -1.6% | 8,740,949 | $155.6M |
| Bank of America Corp. | 0.01% | Add +1.2% | 7,226,544 | $128.6M |
| Ameriprise Financial Inc. | 0.02% | Add +1.0% | 3,499,674 | $62.3M |
| HighTower Advisors, LLC | 0.06% | Add +6.6% | 2,895,983 | $51.5M |
| Kestra Advisory Services, LLC | 0.21% | Reduce -3.8% | 2,468,357 | $43.9M |
| Park National Corp. | 1.28% | Reduce -13.7% | 2,183,041 | $38.9M |
| Stifel Financial Corp. | 0.04% | Add +3.1% | 2,178,866 | $38.8M |
| Osaic Holdings, Inc. | 0.07% | Reduce -8.3% | 2,104,882 | $37.5M |
| Advisory Alpha, LLC | 1.16% | Add +4.6% | 2,092,069 | $37.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.8% | 2,058,221 | $36.6M |
| Arax Advisory Partners | 1.64% | Add +4.2% | 2,006,773 | $35.7M |
| Rockefeller Capital Management L.P. | 0.08% | Add +1.5% | 1,985,582 | $35.3M |
| State of Tennessee, Department of Treasury | 0.12% | Add +58.0% | 1,832,300 | $32.6M |
| Baird Financial Group, Inc. | 0.05% | Add +0.6% | 1,731,203 | $30.8M |
| Magnus Financial Group LLC | 2.65% | Add +10.8% | 1,690,797 | $30.1M |
| MAI Capital Management | 0.20% | Add +3.7% | 1,644,525 | $29.3M |
| Cetera Investment Advisers | 0.05% | Add +8.2% | 1,556,479 | $27.7M |
| Prospera Financial Services Inc | 0.51% | Reduce -17.1% | 1,536,026 | $27.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.1% | 1,492,757 | $26.6M |
| Affinity Wealth Management LLC | 4.02% | Reduce -0.1% | 1,413,382 | $25.2M |
| Jane Street Group, LLC | 0.04% | Add +433.4% | 1,402,861 | $25.0M |
| Country Trust Bank | 0.55% | Reduce -0.4% | 1,376,158 | $24.5M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -9.5% | 1,251,379 | $22.3M |
| Falcon Wealth Planning | 2.16% | Add +5.3% | 1,198,926 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.4% | 1,179,285 | $21.0M |
| Integrity Wealth Advisors, Inc. | 14.38% | Reduce -7.3% | 1,154,684 | $20.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.45% | Add +3.9% | 1,117,589 | $19.9M |
| Stonebridge Advisors LLC | 93.93% | Add +135.6% | 1,088,208 | $19.4M |
| Truist Financial Corp. | 0.03% | Add +5.6% | 1,030,909 | $18.4M |
| Ocean Park Asset Management, LLC | 0.63% | No change | 1,014,515 | $17.8M |
| HCR Wealth Advisors | 2.00% | Add +2.7% | 952,756 | $17.0M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -0.3% | 926,339 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.1% | 844,334 | $15.0M |
| Citigroup Inc. | 0.01% | Reduce -0.9% | 840,425 | $15.0M |
| NorthCoast Asset Management LLC | 0.06% | New | 833,923 | $14.8M |
| Kingswood Wealth Advisors, LLC | 1.14% | Add +96.0% | 812,847 | $14.5M |
| Wealthspire Retirement, LLC | 0.92% | Add +0.6% | 786,367 | $14.0M |
| Mariner, LLC | 0.02% | Reduce -16.0% | 781,664 | $13.9M |
| Avidian Wealth Enterprises, LLC | 0.52% | Add +4.1% | 722,073 | $12.9M |
| Renaissance Technologies | 0.02% | Add +50.0% | 704,738 | $12.5M |
| Waverly Advisors, LLC | 0.13% | Reduce -3.5% | 684,966 | $12.2M |
| Csenge Advisory Group | 0.62% | Reduce -0.7% | 667,905 | $11.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.9% | 633,518 | $11.3M |
| Avantax Advisory Services, Inc. | 0.06% | Add +11.4% | 622,473 | $11.1M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +3.8% | 603,821 | $10.7M |
| Barings LLC | 0.25% | Reduce -4.2% | 596,147 | $10.6M |
| Ashton Thomas Private Wealth, LLC | 0.37% | Add +3.7% | 593,760 | $10.6M |
| Ameritas Investment Partners, Inc. | 0.33% | Add +5.5% | 584,542 | $10.4M |
| Bank of Montreal | 0.01% | Reduce -2.2% | 578,505 | $10.3M |
| Kinloch Capital, LLC | 4.72% | Add +0.9% | 569,555 | $10.1M |
| Trinity Legacy Partners, LLC | 2.41% | Add +2.4% | 554,777 | $9.9M |
| Summit Financial, LLC | 0.22% | Add +554.1% | 537,716 | $9.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.4% | 530,667 | $9.5M |
| MML Investors Services, LLC | 0.03% | Add +5.2% | 519,573 | $9.2M |
| Frisch Financial Group, Inc. | 2.21% | Add +3.7% | 507,992 | $9.0M |
| Twelve Points Wealth Management LLC | 2.34% | Add +4.7% | 487,611 | $8.7M |
| Glassy Mountain Advisors, Inc. | 2.78% | Add +1.8% | 485,695 | $8.6M |
| Quad-Cities Investment Group, LLC | 3.92% | Add +4.0% | 484,380 | $8.6M |
| &partners | 0.07% | Add +0.2% | 477,121 | $8.5M |
| Fifth Third Securities, Inc. | 0.64% | Add +49.0% | 475,480 | $8.5M |
| Atria Investments, Inc | 0.10% | New | 453,262 | $8.1M |
| Seros Financial, LLC | 4.99% | Add +3.1% | 441,869 | $7.9M |
| Comerica Bank | 0.03% | Add +0.9% | 435,679 | $7.8M |
| Chicago Partners Investment Group LLC | 0.22% | Add +2.7% | 422,228 | $7.5M |
| Gradient Investments LLC | 0.13% | Add +1.5% | 408,636 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +9.6% | 397,713 | $7.1M |
| Howard Financial Services, LTD. | 0.93% | Reduce -14.0% | 397,326 | $7.1M |
| Prasad Wealth Partners, LLC | 2.06% | Reduce -11.1% | 395,428 | $7.0M |
| Harbour Investments, Inc. | 0.18% | Add +4.9% | 393,356 | $7.0M |
| Oppenheimer & Co. Inc. | 0.09% | Reduce -4.7% | 389,526 | $6.9M |
| Newman Dignan & Sheerar, Inc. | 1.57% | Add +8.1% | 382,411 | $6.8M |
| Gladstone Institutional Advisory LLC | 0.28% | Add +13.0% | 381,102 | $6.8M |
| Sigma Planning Corp | 0.20% | Add +0.7% | 380,281 | $6.8M |
| PFS Partners, LLC | 3.38% | Add +3.9% | 376,954 | $6.7M |
| NewEdge Advisors, LLC | 0.03% | Add +2.5% | 371,865 | $6.6M |
| Mgo One Seven LLC | 0.21% | Reduce -1.2% | 367,860 | $6.5M |
| Midwest Heritage Bank, FSB | 2.46% | Add +2.1% | 367,561 | $6.5M |
| Equitable Holdings, Inc. | 0.05% | Add +3.3% | 359,458 | $6.4M |
| Glass Jacobson Investment Advisors llc | 2.46% | Add +4.1% | 359,087 | $6.4M |
| Stephens Inc. | 0.08% | Reduce -0.5% | 346,068 | $6.2M |
| Marion Wealth Management | 1.53% | Add +1.9% | 343,418 | $6.1M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +4.0% | 328,815 | $5.9M |
| Lokken Investment Group LLC | 2.24% | Reduce -5.8% | 327,087 | $5.8M |
| IMA Advisory Services, Inc. | 0.62% | Add +1.2% | 325,157 | $5.8M |
| Curran Financial Partners, LLC | 1.26% | New | 321,142 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +25.2% | 317,957 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -23.2% | 313,372 | $5.6M |
| Twin Peaks Wealth Advisors, LLC | 1.74% | Add +0.3% | 298,370 | $5.4M |
| Elevation Capital Advisory, LLC | 2.13% | New | 298,659 | $5.3M |
| Family Legacy, Inc. | 1.72% | Add +0.8% | 296,312 | $5.3M |
| Sound Income Strategies, LLC | 0.30% | Reduce -3.5% | 293,418 | $5.2M |
| Western Wealth Management, LLC | 0.30% | Reduce -2.7% | 286,378 | $5.1M |
| Flagstar Securities, Inc. | 1.41% | Reduce -8.4% | 286,364 | $5.1M |
| Park Avenue Securities LLC | 0.04% | New | 264,106 | $4.7M |
| Valmark Advisers, Inc. | 0.07% | Add +0.0% | 262,442 | $4.7M |
"% 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.