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 |
| Fearless Solutions, LLC dba Best Invest | 2.47% | Reduce -4.9% | 223,858 | $4.1M |
| ORBA Wealth Advisors, L.L.C. | 3.46% | Reduce -8.1% | 218,621 | $4.0M |
| Flagstar Securities, Inc. | 1.32% | Reduce -8.0% | 216,361 | $3.9M |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +284.4% | 215,131 | $3.9M |
| Skyview Financial Group LLC | 3.99% | — | 212,196 | $3.9M |
| Prosperity Consulting Group, LLC | 0.17% | Add +3.3% | 207,904 | $3.8M |
| Asset Allocation Strategies LLC | 0.70% | Add +17.1% | 207,571 | $3.8M |
| Elevation Point Wealth Partners, LLC | 0.18% | Reduce -0.7% | 207,325 | $3.8M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +11.1% | 207,308 | $3.8M |
| Toth Financial Advisory Corp. | 0.40% | Add +3.3% | 204,288 | $3.7M |
| Appleton Partners Inc. | 0.24% | Add +26.5% | 203,925 | $3.7M |
| D.A. Davidson & Co. | 0.02% | Add +42.6% | 203,812 | $3.7M |
| Brookstone Capital Management | 0.04% | Reduce -0.2% | 189,409 | $3.5M |
| International Assets Investment Management, LLC | 0.24% | Add +22.2% | 189,269 | $3.4M |
| Citadel Advisors | 0.00% | Add +535.1% | 189,050 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -12.6% | 188,863 | $3.4M |
| Evolve Private Wealth, LLC | 0.20% | — | 187,861 | $3.4M |
| United Advisor Group, LLC | 0.43% | Add +4.7% | 183,912 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -1.0% | 179,165 | $3.3M |
| Golden State Wealth Management, LLC | 0.34% | Add +33.3% | 177,962 | $3.2M |
| Private Advisory Group LLC | 0.25% | Add +3.9% | 175,316 | $3.2M |
| Barings LLC | 0.06% | Reduce -36.4% | 175,090 | $3.2M |
| RFG Advisory, LLC | 0.06% | Reduce -4.7% | 173,077 | $3.2M |
| Flputnam Investment Management Co. | 0.04% | Add +6.6% | 167,601 | $3.1M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -34.7% | 162,792 | $3.0M |
| Snowden Capital Advisors LLC | 0.08% | Add +13.9% | 162,535 | $3.0M |
| Lake Street Private Wealth, LLC | 0.35% | Add +6.5% | 157,119 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Add +0.8% | 156,529 | $2.9M |
| Icon Wealth Advisors, LLC | 0.19% | Reduce -0.8% | 154,838 | $2.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.6% | 152,319 | $2.8M |
| Creative Planning | 0.00% | Reduce -9.4% | 151,715 | $2.8M |
| Darden Wealth Group Inc | 1.34% | Reduce -0.5% | 151,629 | $2.8M |
| City Holding Co. | 0.34% | Add +0.3% | 150,902 | $2.7M |
| AE Wealth Management LLC | 0.02% | Reduce -0.9% | 149,561 | $2.7M |
| Prostatis Group LLC | 0.64% | Reduce -3.5% | 147,771 | $2.7M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +8.4% | 144,790 | $2.6M |
| Milestones Private Investment Advisors LLC | 1.78% | Reduce -9.3% | 141,679 | $2.6M |
| Mainsail Financial Group, LLC | 1.04% | Add +1.6% | 137,531 | $2.5M |
| Horizon Financial Services, LLC | 1.13% | Add +3.3% | 136,533 | $2.5M |
| Archer Investment Corp | 0.55% | Reduce -36.7% | 133,179 | $2.4M |
| Gallacher Capital Management LLC | 0.93% | Reduce -15.6% | 132,334 | $2.4M |
| Etesian Wealth Advisors, Inc. | 0.74% | Add +0.2% | 130,238 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +2.4% | 128,074 | $2.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.39% | Add +1.5% | 126,277 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +113.3% | 123,413 | $2.2M |
| Independent Wealth Network Inc. | 0.68% | Reduce -2.0% | 122,698 | $2.2M |
| APS Management Group, Inc. | 1.88% | Add +3.6% | 120,674 | $2.2M |
| ROI Financial Advisors, LLC | 1.24% | Add +2.3% | 118,860 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.4% | 118,085 | $2.2M |
| IFP Advisors, Inc | 0.05% | Add +9.7% | 117,253 | $2.1M |
| Walker Asset Management, LLC | 1.15% | Reduce -1.7% | 117,235 | $2.1M |
| Econ Financial Services Corp | 1.07% | New | 116,862 | $2.1M |
| Private Client Services, LLC | 0.66% | Add +30.6% | 115,119 | $2.1M |
| Gill Capital Partners, LLC | 0.62% | Reduce -12.6% | 112,148 | $2.0M |
| Patten Group, Inc. | 0.37% | Add +40.3% | 109,209 | $2.0M |
| Perennial Investment Advisors, LLC | 0.16% | Add +0.9% | 108,842 | $2.0M |
| Kovack Advisors, Inc. | 0.09% | Add +17.4% | 106,895 | $1.9M |
| Principal Securities, Inc. | 0.03% | Add +9.1% | 104,582 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -71.6% | 103,767 | $1.9M |
| StoneX Group Inc. | 0.08% | Reduce -0.7% | 97,430 | $1.8M |
| Moors & Cabot, Inc. | 0.08% | Add +3.3% | 96,645 | $1.8M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -3.4% | 95,264 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Reduce -7.2% | 92,073 | $1.7M |
| WealthBridge Capital Management, LLC | 0.38% | Add +0.1% | 91,937 | $1.7M |
| Northbridge Financial Group, LLC | 0.74% | — | 90,554 | $1.6M |
| Harvest Investment Services, LLC | 0.30% | Reduce -0.4% | 86,881 | $1.6M |
| Cwm, LLC | 0.00% | Add +151.6% | 86,682 | $1.6M |
| Parallel Advisors, LLC | 0.03% | Reduce -7.2% | 85,960 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +1.3% | 86,197 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +3.2% | 84,613 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.7% | 84,299 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +93.9% | 83,156 | $1.5M |
| Private Wealth Asset Management, LLC | 0.16% | Add +1472.5% | 82,290 | $1.5M |
| Summit Financial Wealth Advisors, LLC | 0.21% | Reduce -11.8% | 81,123 | $1.5M |
| Integrity Alliance, Llc. | 0.05% | Add +421.7% | 80,597 | $1.5M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -1.0% | 77,951 | $1.4M |
| FAS Wealth Partners, Inc. | 0.09% | Add +6.7% | 77,930 | $1.4M |
| Trustmark Bank Trust Department | 0.09% | Reduce -3.7% | 75,480 | $1.4M |
| Argyle Capital Partners, LLC | 0.93% | Reduce -0.1% | 69,925 | $1.3M |
| Steinberganna Wealth Management | 0.60% | Reduce -0.6% | 69,737 | $1.3M |
| Beacon Financial Group | 0.12% | Reduce -10.4% | 67,974 | $1.2M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +108.9% | 65,971 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.6% | 63,191 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Reduce -4.4% | 63,072 | $1.1M |
| TrueWealth Advisors, LLC | 0.29% | Add +4.6% | 61,544 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +16.5% | 60,470 | $1.1M |
| Paller Financial Services Inc | 0.88% | — | 60,320 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Add +0.8% | 59,771 | $1.1M |
| Geneos Wealth Management Inc. | 0.03% | Add +4.2% | 58,796 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +10.8% | 58,365 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 57,241 | $1.0M |
| MGB Wealth Management, LLC | 0.30% | Add +9.6% | 56,919 | $1.0M |
| Bangor Savings Bank | 0.08% | No change | 55,973 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Add +127.4% | 55,332 | $1.0M |
| PCG Wealth Advisors, LLC | 0.28% | Add +13.5% | 55,205 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -15.3% | 55,175 | $1.0M |
| Bright Futures Wealth Management, LLC. | 0.75% | Add +1.2% | 54,970 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | Add +32.4% | 54,845 | $999K |
| Kraematon Investment Advisors, Inc. | 0.79% | Add +30.4% | 54,769 | $998K |
| Farther Finance Advisors, LLC | 0.01% | Add +31.3% | 54,588 | $995K |
| Readystate Asset Management LP | 0.08% | New | 54,117 | $986K |
| Puff Wealth Management, LLC | 1.27% | Reduce -7.4% | 53,942 | $986K |
| Columbia Advisory Partners LLC | 0.66% | Reduce -0.5% | 53,487 | $975K |
| Essex LLC | 0.17% | Reduce -5.7% | 52,785 | $962K |
| National Philanthropic Trust | 0.01% | No change | 52,029 | $948K |
| Tanager Wealth Management LLP | 0.09% | No change | 51,162 | $932K |
| Proficio Capital Partners LLC | 0.07% | New | 50,855 | $927K |
| Composition Wealth, LLC | 0.01% | No change | 50,098 | $913K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +6.0% | 50,174 | $899K |
| Meridian Financial Partners LLC | 0.35% | Reduce -1.6% | 48,559 | $888K |
| Red Cedar Investment Management, LLC | 0.10% | No change | 48,657 | $887K |
| SeaCrest Wealth Management, LLC | 0.09% | Add +8.2% | 48,096 | $879K |
| Cary Street Partners Financial LLC | 0.02% | Add +44.3% | 46,923 | $855K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.7% | 46,704 | $851K |
| Wiser Advisor Group LLC | 0.95% | Reduce -0.3% | 45,606 | $831K |
| AlphaCore Capital LLC | 0.02% | New | 45,465 | $828K |
| Accel Wealth Management | 0.22% | Reduce -5.2% | 44,960 | $819K |
| Choreo, LLC | 0.01% | Add +0.9% | 44,027 | $808K |
| Level Four Advisory Services, LLC | 0.03% | Add +14.1% | 43,463 | $792K |
| Triumph Capital Management | 0.17% | New | 43,195 | $787K |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 41,812 | $762K |
| IFG Advisory, LLC | 0.03% | Add +3.2% | 41,802 | $762K |
| Maia Wealth LLC | 0.13% | Reduce -6.3% | 41,283 | $757K |
| Altus Wealth Group LLC | 0.30% | Reduce -2.0% | 41,109 | $749K |
| Susquehanna International Group, LLP | 0.00% | New | 41,048 | $748K |
| FSB Premier Wealth Management, Inc. | 0.23% | Reduce -5.6% | 39,770 | $725K |
| Boyce & Associates Wealth Consulting, Inc. | 0.61% | Add +0.7% | 39,631 | $722K |
| Creekside Partners | 0.30% | Add +16.4% | 39,519 | $720K |
| MJP Associates Inc. | 0.09% | Reduce -28.3% | 39,303 | $716K |
| Advisor OS, LLC | 0.06% | Reduce -29.6% | 39,303 | $716K |
| Oder Investment Management, LLC | 0.52% | Add +6.2% | 39,293 | $716K |
| Two Sigma Securities, LLC | 0.10% | New | 39,232 | $715K |
| Freedom Financial Partners LLC | 0.26% | Add +2.6% | 39,219 | $715K |
| Berger Financial Group, Inc | 0.04% | Reduce -3.7% | 39,174 | $714K |
| Aurora Private Wealth, Inc. | 0.46% | — | 38,335 | $699K |
| Merit Financial Group, LLC | 0.01% | New | 37,891 | $690K |
| Ballew Advisors, Inc | 0.39% | Reduce -5.7% | 37,475 | $687K |
| Creative Financial Designs Inc. | 0.04% | Reduce -0.4% | 37,242 | $679K |
| Belpointe Asset Management LLC | 0.02% | Add +0.9% | 37,056 | $675K |
| Brookwood Investment Group LLC | 0.08% | Reduce -1.6% | 36,996 | $674K |
| Northwest Wealth Management, LLC | 0.11% | Reduce -15.1% | 36,717 | $669K |
| Indivisible Partners | 0.07% | — | 36,414 | $663K |
| Cooper Financial Group | 0.07% | Add +1.4% | 36,229 | $660K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.8% | 35,437 | $646K |
| Wedbush Securities Inc. | 0.02% | Add +31.3% | 35,193 | $641K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -13.0% | 35,114 | $640K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -2.4% | 34,994 | $638K |
| Ti-Trust, Inc. | 0.39% | Add +5.5% | 34,798 | $634K |
| Matrix Private Capital Group LLC | 0.32% | No change | 34,109 | $621K |
| Opulen Financial Group LLC | 0.44% | Add +1.6% | 33,404 | $609K |
| Medallion Wealth Advisors, LLC | 0.20% | Reduce -6.6% | 32,463 | $591K |
| Keystone Wealth Services, LLC | 0.12% | New | 31,316 | $571K |
| 1834 Investment Advisors Co. | 0.07% | Reduce -3.5% | 31,078 | $566K |
| Certified Advisory Corp | 0.05% | Add +11.0% | 30,287 | $552K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +3.8% | 29,703 | $541K |
| LVZ, Inc. | 0.06% | Add +13.9% | 29,526 | $538K |
| World Investment Advisors | 0.01% | New | 28,890 | $526K |
| Principle Wealth Partners LLC | 0.03% | No change | 28,400 | $517K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -30.5% | 27,759 | $506K |
| Pursuit Wealth Strategies, LLC | 0.71% | — | 27,703 | $505K |
| Manchester Financial Inc. | 0.09% | No change | 27,600 | $503K |
| QP Wealth Management, LLC | 0.43% | — | 27,001 | $492K |
| American Institute for Advanced Investment Management, LLP | 0.32% | No change | 26,975 | $491K |
| Prospect Financial Services LLC | 0.28% | Reduce -10.3% | 26,924 | $491K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.7% | 26,417 | $481K |
| Vermillion Wealth Management, Inc. | 0.19% | Add +1.4% | 25,718 | $469K |
| Tudor Financial Inc. | 0.24% | Add +5.9% | 25,711 | $468K |
| Focus Financial Network, Inc. | 0.02% | Add +4.4% | 25,642 | $467K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 25,295 | $461K |
| First Financial Group Corp | 0.39% | Reduce -0.8% | 25,185 | $459K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 25,095 | $457K |
| Morey & Quinn Wealth Partners, LLC | 0.33% | Reduce -3.3% | 24,843 | $453K |
| Stockman Wealth Management, Inc. | 0.05% | Add +4.3% | 24,709 | $450K |
| WCG Wealth Advisors LLC | 0.01% | New | 24,512 | $447K |
| Pinnacle Associates Ltd. | 0.01% | New | 24,505 | $446K |
| Center for Wealth Management Advisory | 0.32% | — | 23,852 | $435K |
| Coastwise Capital Group, LLC | 0.22% | Reduce -3.8% | 23,660 | $431K |
| Tortuga Wealth Management, Inc | 0.45% | — | 23,466 | $428K |
| Quantinno Capital Management LP | 0.00% | Add +48.5% | 22,985 | $419K |
| TRUE Private Wealth Advisors | 0.04% | Add +1.2% | 22,147 | $404K |
| Quantum Private Wealth, LLC | 0.12% | Reduce -14.3% | 22,008 | $401K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 21,978 | $400K |
| Shulman DeMeo Asset Management LLC | 0.09% | No change | 21,849 | $398K |
| Spire Wealth Management | 0.01% | Add +1.4% | 21,658 | $395K |
| Park Edge Advisors, LLC | 0.09% | Add +1.3% | 21,639 | $394K |
| Schnieders Capital Management, Llc. | 0.06% | No change | 21,590 | $393K |
| Summit Wealth Partners, LLC | 0.07% | Reduce -27.3% | 21,530 | $392K |
| OMNI 360 Wealth, Inc. | 0.20% | Add +1.9% | 21,000 | $385K |
| Perigon Wealth Management, LLC | 0.01% | Add +42.5% | 20,991 | $382K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.7% | 20,670 | $377K |
| Cornell Pochily Investment Advisors, Inc. | 0.11% | Reduce -27.0% | 20,647 | $376K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.2% | 20,206 | $368K |
| Topsail Wealth Management, LLC | 0.05% | Reduce -0.8% | 20,206 | $368K |
| Centaurus Financial, Inc. | 0.02% | Add +66.8% | 19,752 | $360K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 19,202 | $350K |
| E&G Advisors, LLC | 0.08% | Reduce -2.6% | 19,168 | $349K |
| Gateway Wealth Partners, LLC | 0.04% | Add +2.6% | 19,114 | $348K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -1.2% | 19,058 | $347K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 18,855 | $344K |
| Matrix Trust Co | 0.06% | Reduce -77.8% | 18,690 | $341K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -44.8% | 18,594 | $339K |
| Vines Capital Management, LLC | 0.33% | — | 18,434 | $336K |
| AQR Capital Management | 0.00% | No change | 18,141 | $331K |
| Realta Investment Advisors | 0.11% | New | 17,937 | $327K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -15.3% | 17,785 | $324K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -2.8% | 17,700 | $322K |
| BAM Wealth Management, LLC | 0.23% | New | 17,616 | $321K |
| Investmark Advisory Group LLC | 0.13% | Add +0.5% | 17,005 | $310K |
| Hilton Head Capital Partners, LLC | 0.18% | — | 16,750 | $305K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 16,678 | $304K |
| Savvy Advisors, Inc. | 0.01% | Add +18.6% | 16,434 | $299K |
| Key Client Fiduciary Advisors, LLC | 0.10% | Add +11.0% | 16,300 | $297K |
| Quartz Partners, LLC | 0.11% | Reduce -3.9% | 16,094 | $293K |
| Diversified Enterprises, LLC | 0.02% | Reduce -4.6% | 16,078 | $293K |
| Ritholtz Wealth Management | 0.01% | New | 15,975 | $291K |
| Strathmore Capital Advisors, Inc. | 0.09% | Reduce -10.0% | 15,685 | $286K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.3% | 15,647 | $285K |
| RPg Family Wealth Advisory, LLC | 0.06% | Reduce -9.0% | 15,616 | $285K |
| Helium Advisors LLC | 0.29% | Add +3.6% | 15,603 | $284K |
| BIP Wealth, LLC | 0.01% | New | 15,506 | $283K |
| HighPoint Advisor Group LLC | 0.01% | New | 15,378 | $280K |
| Keystone Financial Group | 0.02% | New | 15,312 | $279K |
| Stableford Capital II LLC | 0.10% | No change | 15,300 | $279K |
| Vista Investment Management | 0.09% | Reduce -0.5% | 15,200 | $277K |
| Lodestar Private Asset Management LLC | 0.03% | Add +1.3% | 15,161 | $276K |
| Corient Private Wealth LP | 0.00% | New | 11,022 | $274K |
| Integris Wealth Management, LLC | 0.06% | No change | 15,000 | $273K |
| Risk Paradigm Group, LLC | 0.26% | — | 14,936 | $272K |
| Garden State Investment Advisory Services LLC | 0.06% | No change | 14,693 | $268K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 14,532 | $265K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | No change | 14,385 | $262K |
| Proactive Wealth Strategies LLC | 0.10% | Reduce -11.9% | 14,264 | $260K |
| Intellectus Partners, LLC | 0.05% | New | 14,228 | $259K |
| Stonebridge Financial Planning Group, LLC | 0.09% | New | 14,213 | $259K |
| Waterloo Capital, L.P. | 0.02% | Add +0.8% | 14,017 | $255K |
| Whittier Trust Co. | 0.00% | No change | 13,910 | $254K |
| Wagner Wealth Management, Corp | 0.25% | — | 13,891 | $253K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -14.8% | 13,745 | $250K |
| Keebeck Wealth Management | 0.03% | New | 13,700 | $250K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.6% | 13,656 | $249K |
| Assetmark, Inc. | 0.00% | Reduce -3.8% | 13,556 | $247K |
| Hudson Capital Management LLC | 0.06% | Reduce -0.9% | 13,452 | $245K |
| 1776 Wealth LLC | 0.09% | Reduce -27.4% | 13,250 | $241K |
| Qube Research & Technologies Ltd | 0.00% | New | 13,201 | $241K |
| Bedminster, LLC | 0.22% | — | 13,090 | $239K |
| Balboa Wealth Partners | 0.04% | Reduce -4.6% | 12,966 | $236K |
| Founders Financial Securities LLC | 0.01% | Add +15.2% | 12,900 | $235K |
| Headland Capital, LLC | 0.06% | Add +24.2% | 12,770 | $233K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -16.5% | 12,652 | $231K |
| Aspen Wealth Strategies, LLC | 0.13% | Reduce -37.9% | 12,643 | $230K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 12,633 | $230K |
| Cozad Asset Management Inc. | 0.02% | Add +0.3% | 12,443 | $227K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.4% | 12,387 | $226K |
| CreativeOne Wealth, LLC | 0.01% | Add +17.3% | 12,320 | $224K |
| Concentrum Wealth Management | 0.06% | Reduce -35.7% | 12,208 | $222K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 12,091 | $220K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Reduce -17.5% | 12,022 | $219K |
| Advanced Asset Management Advisors Inc | 0.06% | No change | 12,000 | $219K |
| Huntleigh Advisors, Inc. | 0.04% | Add +3.5% | 11,920 | $217K |
| Capital Square, LLC | 0.11% | No change | 11,817 | $215K |
| Cresset Asset Management, LLC | 0.00% | Reduce -17.0% | 11,804 | $215K |
| Strategic Financial Partners, Ltd. | 0.09% | Add +10.9% | 11,696 | $213K |
| HFG Advisors, Inc. | 0.15% | No change | 11,672 | $213K |
| Partners Wealth Management, LLC | 0.22% | Add +0.4% | 11,331 | $206K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -16.3% | 11,312 | $206K |
| Novak & Powell Financial Services, Inc. | 0.11% | Reduce -3.8% | 11,281 | $206K |
| Blue Zone Wealth Advisors, LLC | 0.04% | Add +0.4% | 11,182 | $204K |
| Endowment Wealth Management, Inc. | 0.09% | Add +2.5% | 11,168 | $203K |
| Lido Advisors, LLC | 0.00% | No change | 11,129 | $203K |
| Oak Harvest Investment Services | 0.02% | Reduce -16.8% | 11,084 | $202K |
| Cascade Financial Partners, LLC | 0.02% | New | 11,065 | $202K |
| Nilsine Partners, LLC | 0.02% | No change | 11,010 | $201K |
| ASL Financial, LLC | 0.16% | — | 11,000 | $200K |
| XTX Topco Ltd | 0.01% | New | 10,856 | $198K |
| Encompass More Asset Management | 0.04% | Reduce -3.1% | 10,738 | $196K |
| DeDora Capital, Inc. | 0.05% | Reduce -7.0% | 10,588 | $193K |
| Owen LaRue, LLC | 0.07% | Add +0.9% | 10,586 | $193K |
| Mather Group, Llc. | 0.00% | No change | 10,577 | $193K |
| Cypress Capital Group | 0.02% | Reduce -61.9% | 10,550 | $192K |
| Navis Wealth Advisors, LLC | 0.08% | New | 10,528 | $192K |
| Meridian Wealth Advisors, LLC | 0.03% | Add +1.6% | 10,366 | $189K |
| Cascade Investment Group, Inc. | 0.13% | Reduce -30.0% | 10,304 | $188K |
| Evoke Wealth, LLC | 0.00% | No change | 10,188 | $186K |
| MBE Wealth Management, LLC | 0.08% | New | 10,073 | $184K |
| Security National Bank | 0.02% | No change | 9,458 | $172K |
| Measured Wealth Private Client Group, LLC | 0.05% | Reduce -23.9% | 9,457 | $172K |
| Hazlett, Burt & Watson, Inc. | 0.05% | Add +63.0% | 9,087 | $166K |
| Elevation Wealth Partners, LLC | 0.05% | Add +0.7% | 7,482 | $136K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +9.8% | 6,719 | $122K |
| Sunbelt Securities, Inc. | 0.01% | Add +1.3% | 5,979 | $109K |
| NFSG Corp | 0.02% | New | 5,867 | $107K |
| National Bank of Canada | 0.00% | Add +109.9% | 5,722 | $104K |
| GPS Wealth Strategies Group, LLC | 0.08% | Reduce -12.3% | 5,328 | $97K |
| MPWM Advisory Solutions, LLC | 0.05% | No change | 5,024 | $92K |
| Capital Analysts, LLC | 0.00% | No change | 5,012 | $91K |
| NBT Bank, N.A. | 0.00% | No change | 18 | $68K |
| Mendota Financial Group, LLC | 0.05% | Reduce -50.0% | 3,651 | $67K |
| UMB Bank, n.a. | 0.00% | No change | 3,395 | $62K |
| S&T Bank | 0.02% | No change | 3,389 | $62K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,143 | $57K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +5.8% | 54,042 | $54K |
| Larson Financial Group LLC | 0.00% | Add +91.5% | 2,873 | $52K |
| CoreCap Advisors, LLC | 0.00% | Reduce -6.6% | 2,815 | $51K |
| Rossby Financial, LCC | 0.02% | Add +19.6% | 2,806 | $51K |
| Bellevue Asset Management, LLC | 0.02% | No change | 2,759 | $50K |
| ORG Partners LLC | 0.01% | No change | 2,651 | $48K |
| Raleigh Capital Management Inc. | 0.02% | Add +42.9% | 2,507 | $46K |
| Front Row Advisors LLC | 0.02% | No change | 2,500 | $46K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.04% | — | 2,470 | $45K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +0.9% | 2,455 | $45K |
| Investors Research Corp | 0.01% | No change | 2,431 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,126 | $39K |
| Trust Co. of Vermont | 0.00% | No change | 1,942 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 1,732 | $32K |
| Investors Portfolio Services LLC | 0.02% | — | 1,438 | $26K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 1,431 | $26K |
| CX Institutional | 0.00% | Add +1.6% | 1,350 | $25K |
| Smithfield Trust Co | 0.00% | Reduce -81.7% | 1,303 | $24K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -7.7% | 1,267 | $23K |
| Evelyn Partners Investment Management LLP | 0.00% | New | 1,250 | $23K |
| Legacy Wealth Managment, LLC | 0.01% | New | 84 | $23K |
| Piscataqua Savings Bank | 0.02% | No change | 1,200 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,165 | $21K |
| First Horizon Corp. | 0.00% | New | 1,079 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1,065 | $19K |
| Ameriflex Group, Inc. | 0.01% | Reduce -56.5% | 1,032 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 969 | $18K |
| Prestige Wealth Management Group LLC | 0.00% | New | 800 | $15K |
| Compass Financial Services Inc | 0.01% | Reduce -49.5% | 697 | $13K |
| Global Wealth Strategies & Associates | 0.00% | Add +1.5% | 686 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 628 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.2% | 652 | $12K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 629 | $11K |
| SageView Advisory Group, LLC | 0.00% | New | 590 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 573 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 519 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 487 | $9K |
| Imprint Wealth LLC | 0.04% | No change | 425 | $8K |
| Kelleher Financial Advisors | 0.00% | No change | 414 | $8K |
| MidFirst Bank | 0.00% | — | 401 | $7K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 394 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 410 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 380 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 351 | $6K |
| Alerus Financial NA | 0.00% | No change | 325 | $6K |
| Vision Financial Markets LLC | 0.01% | Add +1.6% | 323 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 299 | $5K |
| LRI Investments, LLC | 0.00% | New | 260 | $5K |
| First United Bank & Trust | 0.00% | No change | 220 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 216 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 200 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +506.9% | 176 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 172 | $3K |
| Caitlin John, LLC | 0.00% | No change | 165 | $3K |
| Benson Wealth Management INC | 0.00% | — | 133 | $2K |
| CENTRAL TRUST Co | 0.00% | New | 132 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +1.7% | 117 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -13.4% | 116 | $2K |
| Bayban | 0.00% | — | 105 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 93 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -20.5% | 62 | $1K |
| Elevated Capital Advisors, LLC | 0.00% | New | 55 | $1K |
| Essential Partners LLC | 0.00% | New | 54 | $984 |
| Signaturefd, LLC | 0.00% | No change | 32 | $583 |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -49.1% | 28 | $510 |
"% 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.