FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q3 2025 (September 30)432holders −12
32new positions
42sold out
3famous investors
$18.25avg. 13F price*
At the end of Q3 2025, 432 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, down 12 from Q2 2025. 32 opened new positions and 42 sold out. The largest holders were Morgan Stanley ($951.0M), Royal Bank of Canada ($460.1M) and Wells Fargo & Company ($279.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- FT-Preferred Secur & Inc. ETF
- Filed as
- FIRST TR EXCH TRADED FD III (Q3 2025)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $41.4M |
| Exits | 42 | $83.6M |
All 13F filers, Q2 2025 → Q3 2025: 16,834,683 shares bought and 14,280,382 shares sold, net +2,554,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 432 holders
| Morgan Stanley | 0.06% | Add +1.4% | 52,140,866 | $951.0M |
| Royal Bank of Canada | 0.08% | Add +15.0% | 25,227,508 | $460.1M |
| Wells Fargo & Company | 0.06% | Add +4.5% | 15,305,808 | $279.2M |
| LPL Financial LLC | 0.08% | Add +2.4% | 14,184,059 | $258.7M |
| UBS Group AG | 0.04% | Reduce -3.0% | 9,903,261 | $180.6M |
| Raymond James Financial Inc. | 0.05% | Add +1.7% | 8,885,934 | $162.1M |
| Bank of America Corp. | 0.01% | Add +5.3% | 7,607,592 | $138.8M |
| Ameriprise Financial Inc. | 0.02% | Add +29.8% | 4,541,584 | $82.8M |
| Arax Advisory Partners | 1.05% | Add +88.1% | 3,775,532 | $73.2M |
| HighTower Advisors, LLC | 0.07% | Add +12.6% | 3,261,881 | $59.5M |
| Cetera Investment Advisers | 0.05% | Add +53.2% | 2,384,205 | $43.5M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -9.3% | 2,238,419 | $40.8M |
| Stifel Financial Corp. | 0.04% | Add +0.9% | 2,199,004 | $40.1M |
| Advisory Alpha, LLC | 1.11% | Add +4.4% | 2,183,198 | $40.0M |
| Park National Corp. | 1.24% | Reduce -0.8% | 2,165,921 | $39.5M |
| Integrity Wealth Advisors, Inc. | 13.82% | Add +84.7% | 2,132,730 | $38.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -0.9% | 2,084,939 | $37.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.1% | 2,034,602 | $37.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1.4% | 2,013,530 | $36.7M |
| MAI Capital Management | 0.20% | Add +8.1% | 1,777,084 | $32.4M |
| Magnus Financial Group LLC | 2.54% | Add +3.9% | 1,757,223 | $32.1M |
| Baird Financial Group, Inc. | 0.05% | Add +0.3% | 1,736,790 | $31.7M |
| Prospera Financial Services Inc | 0.48% | Add +1.4% | 1,556,745 | $28.4M |
| Affinity Wealth Management LLC | 3.81% | Add +0.8% | 1,425,205 | $26.0M |
| Country Trust Bank | 0.55% | Add +0.9% | 1,388,284 | $25.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -8.9% | 1,359,790 | $24.8M |
| Falcon Wealth Planning | 2.09% | Add +6.4% | 1,275,937 | $23.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +3.3% | 1,218,518 | $22.2M |
| Kingswood Wealth Advisors, LLC | 1.29% | Add +44.1% | 1,171,723 | $21.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -7.1% | 1,162,177 | $21.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.41% | Add +0.3% | 1,121,163 | $20.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +72.9% | 1,095,465 | $20.0M |
| Truist Financial Corp. | 0.03% | Add +2.3% | 1,054,805 | $19.2M |
| HCR Wealth Advisors | 1.89% | Add +4.7% | 997,625 | $18.3M |
| Citigroup Inc. | 0.01% | Add +17.2% | 985,145 | $18.0M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +4.1% | 964,497 | $17.6M |
| Renaissance Technologies | 0.02% | Add +27.5% | 898,623 | $16.4M |
| NorthCoast Asset Management LLC | 0.06% | Add +4.9% | 874,693 | $16.0M |
| Mariner, LLC | 0.02% | Add +6.5% | 832,528 | $15.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 815,859 | $14.9M |
| Wealthspire Retirement, LLC | 0.86% | Reduce -5.6% | 742,218 | $13.5M |
| Avidian Wealth Enterprises, LLC | 0.51% | Add +1.9% | 736,046 | $13.4M |
| Waverly Advisors, LLC | 0.13% | Add +5.6% | 723,556 | $13.2M |
| Ashton Thomas Private Wealth, LLC | 0.32% | Add +15.4% | 685,018 | $12.5M |
| Csenge Advisory Group | 0.59% | Add +2.3% | 683,030 | $12.5M |
| Ameritas Investment Partners, Inc. | 0.35% | Add +7.5% | 628,645 | $11.5M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +1.9% | 615,320 | $11.2M |
| Bank of Montreal | 0.00% | Add +3.3% | 597,471 | $10.9M |
| Kinloch Capital, LLC | 4.63% | Add +1.9% | 580,481 | $10.6M |
| Trinity Legacy Partners, LLC | 2.41% | Add +2.7% | 569,708 | $10.5M |
| Summit Financial, LLC | 0.16% | Add +5.1% | 565,359 | $10.3M |
| Twelve Points Wealth Management LLC | 2.37% | Add +6.8% | 520,584 | $9.5M |
| &partners | 0.06% | Add +8.8% | 519,280 | $9.5M |
| Barclays PLC | 0.00% | New | 517,920 | $9.4M |
| Quad-Cities Investment Group, LLC | 3.84% | Add +2.0% | 493,868 | $9.0M |
| MML Investors Services, LLC | 0.02% | Reduce -6.4% | 486,546 | $8.9M |
| Curran Financial Partners, LLC | 1.72% | Add +48.0% | 475,192 | $8.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +18.5% | 471,220 | $8.6M |
| Chicago Partners Investment Group LLC | 0.22% | Add +9.4% | 462,025 | $8.5M |
| Seros Financial, LLC | 5.11% | Add +4.8% | 462,973 | $8.4M |
| Atria Investments, Inc | 0.09% | Add +0.0% | 453,457 | $8.3M |
| Comerica Bank | 0.03% | Add +3.7% | 451,629 | $8.2M |
| Prasad Wealth Partners, LLC | 2.23% | Add +10.7% | 437,848 | $8.0M |
| Jones Financial Companies LLLP | 0.01% | Add +37.4% | 436,856 | $8.0M |
| Glassy Mountain Advisors, Inc. | 2.40% | Reduce -10.2% | 436,254 | $8.0M |
| Fifth Third Securities, Inc. | 0.52% | Reduce -12.5% | 415,866 | $7.6M |
| Gradient Investments LLC | 0.13% | Add +1.3% | 414,009 | $7.6M |
| Ocean Park Asset Management, LLC | 0.31% | Reduce -59.3% | 412,900 | $7.5M |
| Newman Dignan & Sheerar, Inc. | 1.60% | Add +6.1% | 405,771 | $7.4M |
| Harbour Investments, Inc. | 0.17% | Add +3.0% | 405,284 | $7.4M |
| Price Capital Management, Inc. | 8.63% | New | 402,920 | $7.4M |
| Oppenheimer & Co. Inc. | 0.09% | Add +3.0% | 401,390 | $7.3M |
| Equitable Holdings, Inc. | 0.05% | Add +10.4% | 396,790 | $7.2M |
| PFS Partners, LLC | 3.43% | Add +4.8% | 394,916 | $7.2M |
| Glass Jacobson Investment Advisors llc | 2.57% | Add +8.4% | 389,324 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -27.0% | 387,438 | $7.1M |
| Gladstone Institutional Advisory LLC | 0.27% | Reduce -0.8% | 377,906 | $6.9M |
| Midwest Heritage Bank, FSB | 2.42% | Add +2.1% | 375,173 | $6.8M |
| Howard Financial Services, LTD. | 0.82% | Reduce -7.5% | 367,399 | $6.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.8% | 365,076 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +10.9% | 364,697 | $6.7M |
| Mgo One Seven LLC | 0.15% | Reduce -1.6% | 361,997 | $6.6M |
| Stephens Inc. | 0.08% | Add +0.9% | 349,045 | $6.4M |
| Marion Wealth Management | 1.51% | Add +1.4% | 348,184 | $6.4M |
| IMA Advisory Services, Inc. | 0.60% | Add +0.2% | 325,764 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Add +3.5% | 324,263 | $5.9M |
| Lokken Investment Group LLC | 2.02% | Reduce -1.2% | 323,059 | $5.9M |
| Family Legacy, Inc. | 1.66% | Add +0.2% | 296,989 | $5.4M |
| Twin Peaks Wealth Advisors, LLC | 1.84% | Reduce -1.0% | 295,398 | $5.4M |
| Traction Financial Partners, LLC | 3.21% | Add +13.1% | 285,113 | $5.2M |
| Western Wealth Management, LLC | 0.27% | Reduce -1.9% | 280,901 | $5.1M |
| Park Avenue Securities LLC | 0.04% | Add +5.4% | 278,376 | $5.1M |
| Sound Income Strategies, LLC | 0.27% | Reduce -6.3% | 274,936 | $5.0M |
| Barings LLC | 0.10% | Reduce -53.8% | 275,381 | $5.0M |
| First Trust Advisors LP | 0.00% | Add +68.0% | 274,737 | $5.0M |
| Uniting Wealth Partners, LLC | 1.17% | New | 272,427 | $5.0M |
| Valmark Advisers, Inc. | 0.06% | Add +3.7% | 272,049 | $5.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +14.8% | 249,228 | $4.5M |
| US Bancorp \de | 0.01% | Add +9.3% | 248,682 | $4.5M |
| Aspen Investment Management Inc | 1.72% | Add +1.3% | 244,378 | $4.5M |
"% 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.