FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q4 2025 (December 31)465holders +33
49new positions
36sold out
2famous investors
$18.21avg. 13F price*
At the end of Q4 2025, 465 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, up 33 from Q3 2025. 49 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($970.2M), Royal Bank of Canada ($428.7M) and LPL Financial LLC ($306.5M). 2 famous investors held it, including 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 (Q4 2025)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $29.9M |
| Exits | 36 | $72.3M |
All 13F filers, Q3 2025 → Q4 2025: 14,141,547 shares bought and 10,995,043 shares sold, net +3,146,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 465 holders
| Morgan Stanley | 0.06% | Add +2.1% | 53,251,105 | $970.2M |
| Royal Bank of Canada | 0.08% | Reduce -6.7% | 23,530,537 | $428.7M |
| LPL Financial LLC | 0.08% | Add +18.6% | 16,820,824 | $306.5M |
| Wells Fargo & Company | 0.06% | Add +4.1% | 15,930,706 | $290.3M |
| UBS Group AG | 0.03% | Reduce -3.4% | 9,566,867 | $174.3M |
| Raymond James Financial Inc. | 0.05% | Add +7.2% | 9,527,406 | $173.6M |
| Bank of America Corp. | 0.01% | Add +7.9% | 8,205,697 | $149.5M |
| Ameriprise Financial Inc. | 0.02% | Add +2.7% | 4,664,752 | $85.0M |
| HighTower Advisors, LLC | 0.07% | Add +1.2% | 3,300,695 | $60.1M |
| Cetera Investment Advisers | 0.05% | Add +8.3% | 2,581,225 | $47.0M |
| Kestra Advisory Services, LLC | 0.17% | Add +3.5% | 2,317,570 | $42.2M |
| Stifel Financial Corp. | 0.04% | Add +2.6% | 2,256,778 | $41.1M |
| Rockefeller Capital Management L.P. | 0.07% | Add +9.8% | 2,211,426 | $40.3M |
| Stonebridge Advisors LLC | 81.03% | Add +1312.3% | 2,368,824 | $40.2M |
| Advisory Alpha, LLC | 1.07% | Reduce -1.4% | 2,153,251 | $39.2M |
| Osaic Holdings, Inc. | 0.06% | Add +2.6% | 2,140,152 | $39.0M |
| Arax Advisory Partners | 1.13% | Reduce -43.4% | 2,136,717 | $38.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 2,072,913 | $37.8M |
| MAI Capital Management | 0.20% | Add +5.1% | 1,868,131 | $34.0M |
| Magnus Financial Group LLC | 2.49% | Add +1.4% | 1,781,635 | $32.5M |
| Park National Corp. | 1.01% | Reduce -17.8% | 1,780,421 | $32.4M |
| Baird Financial Group, Inc. | 0.05% | Add +2.0% | 1,771,628 | $32.3M |
| Prospera Financial Services Inc | 0.46% | Reduce -1.0% | 1,541,462 | $28.1M |
| Affinity Wealth Management LLC | 3.81% | Add +3.1% | 1,469,548 | $26.8M |
| Country Trust Bank | 0.46% | Add +0.8% | 1,399,409 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.4% | 1,378,591 | $25.1M |
| Falcon Wealth Planning | 2.09% | Add +6.7% | 1,361,742 | $24.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.1% | 1,194,738 | $21.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.39% | Add +6.0% | 1,187,858 | $21.6M |
| Truist Financial Corp. | 0.03% | Add +11.5% | 1,176,309 | $21.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.5% | 1,175,615 | $21.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.5% | 1,156,582 | $21.1M |
| Kingswood Wealth Advisors, LLC | 0.92% | Reduce -11.2% | 1,040,215 | $19.0M |
| Citigroup Inc. | 0.01% | Add +4.4% | 1,028,780 | $18.7M |
| Kinloch Capital, LLC | 7.88% | Add +72.8% | 1,003,054 | $18.3M |
| HCR Wealth Advisors | 1.80% | Add +0.1% | 998,172 | $18.2M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1.9% | 982,772 | $17.9M |
| JPMorgan Chase & Co. | 0.00% | Add +5.3% | 859,118 | $15.7M |
| Mariner, LLC | 0.02% | Add +1.7% | 846,853 | $15.4M |
| Waverly Advisors, LLC | 0.11% | Add +7.4% | 776,926 | $14.2M |
| Avidian Wealth Enterprises, LLC | 0.50% | Add +2.8% | 756,752 | $13.8M |
| Ashton Thomas Private Wealth, LLC | 0.33% | Add +9.5% | 749,986 | $13.7M |
| &partners | 0.06% | Add +28.8% | 668,735 | $12.2M |
| Integrity Wealth Advisors, Inc. | 8.53% | Reduce -68.8% | 664,866 | $12.2M |
| Ameritas Investment Partners, Inc. | 0.37% | Add +6.0% | 666,366 | $12.1M |
| Csenge Advisory Group | 0.54% | Reduce -3.6% | 658,100 | $12.0M |
| Wealthspire Retirement, LLC | 0.73% | Reduce -11.6% | 656,384 | $12.0M |
| Bank of Montreal | 0.00% | Add +4.7% | 625,778 | $11.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +1.8% | 626,213 | $11.4M |
| Summit Financial, LLC | 0.16% | Add +2.5% | 579,533 | $10.6M |
| Curran Financial Partners, LLC | 1.99% | Add +21.2% | 575,855 | $10.5M |
| Twelve Points Wealth Management LLC | 2.35% | Add +9.6% | 570,695 | $10.5M |
| Trinity Legacy Partners, LLC | 2.36% | Reduce -1.1% | 563,697 | $10.3M |
| MML Investors Services, LLC | 0.02% | Add +15.3% | 561,244 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +24.1% | 541,945 | $9.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +9.9% | 517,696 | $9.4M |
| Seros Financial, LLC | 5.44% | Add +9.9% | 508,703 | $9.3M |
| Win Advisors, Inc. | 3.91% | New | 505,315 | $9.2M |
| Quad-Cities Investment Group, LLC | 3.80% | Add +2.2% | 504,946 | $9.2M |
| Comerica Bank | 0.03% | Add +5.6% | 476,833 | $8.7M |
| Chicago Partners Investment Group LLC | 0.21% | Add +0.6% | 464,884 | $8.5M |
| Glassy Mountain Advisors, Inc. | 2.56% | Add +6.5% | 464,570 | $8.5M |
| Atria Investments, Inc | 0.10% | Add +1.6% | 460,663 | $8.4M |
| Newman Dignan & Sheerar, Inc. | 1.71% | Add +10.8% | 449,530 | $8.2M |
| Prasad Wealth Partners, LLC | 2.18% | Add +2.6% | 449,289 | $8.2M |
| Fifth Third Securities, Inc. | 0.52% | Add +4.7% | 435,493 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +17.2% | 427,459 | $7.8M |
| Harbour Investments, Inc. | 0.16% | Add +3.6% | 419,727 | $7.6M |
| Gradient Investments LLC | 0.12% | Add +1.3% | 419,397 | $7.6M |
| Ocean Park Asset Management, LLC | 0.35% | No change | 412,900 | $7.5M |
| Glass Jacobson Investment Advisors llc | 2.64% | Add +3.4% | 402,441 | $7.3M |
| PFS Partners, LLC | 3.30% | Reduce -0.1% | 394,635 | $7.2M |
| Midwest Heritage Bank, FSB | 2.48% | Add +5.1% | 394,155 | $7.2M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +1.6% | 384,096 | $7.0M |
| Equitable Holdings, Inc. | 0.05% | Reduce -5.1% | 376,570 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 373,288 | $6.8M |
| Marion Wealth Management | 1.47% | Add +3.6% | 360,575 | $6.6M |
| Howard Financial Services, LTD. | 0.77% | Reduce -1.9% | 360,571 | $6.6M |
| US Bancorp \de | 0.01% | Add +42.6% | 354,755 | $6.5M |
| First Trust Advisors LP | 0.00% | Add +26.8% | 348,279 | $6.3M |
| Mgo One Seven LLC | 0.13% | Reduce -4.8% | 344,512 | $6.3M |
| Stephens Inc. | 0.08% | Reduce -1.6% | 343,435 | $6.3M |
| IMA Advisory Services, Inc. | 0.58% | Add +1.2% | 329,769 | $6.0M |
| Dakota Wealth Management | 0.10% | New | 317,164 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.7% | 315,551 | $5.7M |
| Traction Financial Partners, LLC | 3.38% | Add +9.6% | 312,593 | $5.7M |
| Juno Financial Group LLC | 2.23% | — | 305,206 | $5.6M |
| Family Legacy, Inc. | 1.62% | Add +0.2% | 297,638 | $5.4M |
| Blackhawk Capital Partners, LLC | 2.01% | Add +70.6% | 294,182 | $5.4M |
| Larch Capital Partners LLC | 0.72% | — | 287,112 | $5.2M |
| Twin Peaks Wealth Advisors, LLC | 1.48% | Reduce -6.3% | 276,703 | $5.1M |
| Valmark Advisers, Inc. | 0.06% | Add +1.2% | 275,237 | $5.0M |
| Uniting Wealth Partners, LLC | 1.53% | Add +0.7% | 274,230 | $5.0M |
| Western Wealth Management, LLC | 0.23% | Reduce -2.5% | 273,749 | $5.0M |
| Park Avenue Securities LLC | 0.04% | Reduce -2.3% | 271,876 | $5.0M |
| Sound Income Strategies, LLC | 0.23% | Reduce -4.0% | 264,028 | $4.8M |
| Aspen Investment Management Inc | 1.36% | Add +1.5% | 247,954 | $4.5M |
| Ironwood Investment Counsel, LLC | 0.63% | Add +4.2% | 246,793 | $4.5M |
| Kingsview Wealth Management, LLC | 0.06% | Add +9.2% | 244,634 | $4.5M |
| Sigma Planning Corp | 0.12% | Add +0.9% | 244,377 | $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.