FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q1 2026 (March 31)465holders
52new positions
47sold out
3famous investors
$17.46avg. 13F price*
At the end of Q1 2026, 465 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, unchanged from Q4 2025. 52 opened new positions and 47 sold out. The largest holders were Morgan Stanley ($936.5M), Royal Bank of Canada ($347.1M) and LPL Financial LLC ($316.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- FT-Preferred Secur & Inc. ETF
- Filed as
- FIRST TR EXCH TRADED FD III (Q1 2026)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $89.5M |
| Exits | 47 | $95.8M |
All 13F filers, Q4 2025 → Q1 2026: 19,050,763 shares bought and 14,003,284 shares sold, net +5,047,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 465 holders
| Morgan Stanley | 0.06% | Reduce -0.9% | 52,758,707 | $936.5M |
| Royal Bank of Canada | 0.07% | Reduce -16.9% | 19,554,291 | $347.1M |
| LPL Financial LLC | 0.08% | Add +6.0% | 17,837,734 | $316.6M |
| Wells Fargo & Company | 0.06% | Add +6.8% | 17,020,549 | $302.1M |
| Raymond James Financial Inc. | 0.06% | Add +7.1% | 10,202,985 | $181.1M |
| UBS Group AG | 0.03% | Reduce -2.2% | 9,353,585 | $166.0M |
| Bank of America Corp. | 0.01% | Add +5.4% | 8,652,282 | $153.6M |
| Ameriprise Financial Inc. | 0.02% | Add +7.8% | 5,026,933 | $89.2M |
| HighTower Advisors, LLC | 0.07% | Add +4.9% | 3,461,437 | $61.4M |
| Cetera Investment Advisers | 0.06% | Add +14.8% | 2,964,486 | $52.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.9% | 2,527,949 | $44.9M |
| Kestra Advisory Services, LLC | 0.16% | Add +4.7% | 2,425,646 | $43.1M |
| Stifel Financial Corp. | 0.04% | Add +4.3% | 2,353,154 | $41.8M |
| Osaic Holdings, Inc. | 0.06% | Add +4.7% | 2,240,777 | $39.8M |
| Advisory Alpha, LLC | 1.04% | Reduce -0.3% | 2,147,548 | $38.1M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -7.9% | 2,036,908 | $36.2M |
| MAI Capital Management | 0.20% | Add +7.0% | 1,997,960 | $35.5M |
| Baird Financial Group, Inc. | 0.05% | Add +10.8% | 1,962,134 | $34.8M |
| Magnus Financial Group LLC | 2.74% | Add +5.8% | 1,885,667 | $33.5M |
| Park National Corp. | 1.01% | Add +4.8% | 1,866,242 | $33.1M |
| Jane Street Group, LLC | 0.03% | New | 1,789,032 | $31.8M |
| Prospera Financial Services Inc | 0.43% | Reduce -1.6% | 1,516,744 | $26.9M |
| Falcon Wealth Planning | 1.83% | Add +11.2% | 1,514,417 | $26.9M |
| Truist Financial Corp. | 0.04% | Add +27.9% | 1,504,232 | $26.7M |
| Affinity Wealth Management LLC | 4.00% | Add +1.3% | 1,487,952 | $26.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.8% | 1,368,205 | $24.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.3% | 1,317,537 | $23.4M |
| Country Trust Bank | 0.44% | Reduce -6.7% | 1,306,235 | $23.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.38% | Add +4.3% | 1,239,522 | $22.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +2.6% | 1,205,823 | $21.4M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -0.1% | 1,155,368 | $20.5M |
| Citigroup Inc. | 0.01% | Add +9.4% | 1,125,791 | $20.0M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +4.2% | 1,024,249 | $18.2M |
| HCR Wealth Advisors | 1.84% | Add +0.1% | 999,249 | $17.7M |
| Ashton Thomas Private Wealth, LLC | 0.39% | Add +23.3% | 924,872 | $16.4M |
| Arax Advisory Partners | 0.44% | Reduce -59.4% | 868,355 | $15.4M |
| Kinloch Capital, LLC | 6.22% | Reduce -14.3% | 859,253 | $15.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.8% | 852,103 | $15.0M |
| Mariner, LLC | 0.02% | Reduce -1.4% | 835,276 | $14.8M |
| Waverly Advisors, LLC | 0.11% | Add +3.6% | 804,883 | $14.3M |
| Avidian Wealth Enterprises, LLC | 0.44% | Add +3.6% | 784,275 | $13.9M |
| &partners | 0.07% | Add +11.4% | 744,790 | $13.2M |
| Ameritas Investment Partners, Inc. | 0.39% | Add +7.5% | 716,495 | $12.7M |
| Integrity Wealth Advisors, Inc. | 7.41% | Add +4.5% | 695,005 | $12.3M |
| Parkside Investments, LLC | 1.46% | New | 674,877 | $12.0M |
| Twelve Points Wealth Management LLC | 2.61% | Add +17.2% | 668,860 | $11.9M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +5.3% | 659,740 | $11.7M |
| Jones Financial Companies LLLP | 0.01% | Add +20.1% | 650,615 | $11.4M |
| Equitable Holdings, Inc. | 0.07% | Add +66.1% | 625,425 | $11.3M |
| Curran Financial Partners, LLC | 2.02% | Add +10.4% | 635,777 | $11.3M |
| Bank of Montreal | 0.00% | Add +1.1% | 632,533 | $11.2M |
| Trinity Legacy Partners, LLC | 2.32% | Add +4.9% | 591,245 | $10.7M |
| Csenge Advisory Group | 0.48% | Reduce -9.5% | 595,825 | $10.6M |
| Summit Financial, LLC | 0.13% | Reduce -0.2% | 578,594 | $10.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +286.7% | 559,861 | $9.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +265.5% | 556,769 | $9.9M |
| MML Investors Services, LLC | 0.03% | Reduce -1.3% | 554,079 | $9.8M |
| Quad-Cities Investment Group, LLC | 3.79% | Add +6.2% | 536,184 | $9.5M |
| Kingswood Wealth Advisors, LLC | 0.45% | Reduce -49.1% | 529,304 | $9.4M |
| Seros Financial, LLC | 5.86% | Add +1.9% | 518,453 | $9.2M |
| US Bancorp \de | 0.01% | Add +40.3% | 497,762 | $8.8M |
| Glassy Mountain Advisors, Inc. | 2.73% | Add +6.5% | 494,765 | $8.8M |
| Chicago Partners Investment Group LLC | 0.19% | Add +1.6% | 472,233 | $8.6M |
| Fifth Third Bancorp | 0.02% | New | 477,944 | $8.5M |
| Midwest Heritage Bank, FSB | 2.71% | Add +20.5% | 475,098 | $8.4M |
| Prasad Wealth Partners, LLC | 2.26% | Add +4.0% | 467,297 | $8.3M |
| Newman Dignan & Sheerar, Inc. | 1.72% | Add +2.3% | 459,787 | $8.2M |
| Independent Advisor Alliance | 0.09% | New | 454,311 | $8.1M |
| Gladstone Institutional Advisory LLC | 0.30% | Add +17.5% | 451,344 | $8.0M |
| Fifth Third Securities, Inc. | 0.51% | Add +1.1% | 440,420 | $7.8M |
| Oppenheimer & Co. Inc. | 0.09% | New | 435,544 | $7.7M |
| Harbour Investments, Inc. | 0.12% | Add +2.1% | 428,583 | $7.6M |
| Atria Investments, Inc | 0.09% | Reduce -7.1% | 428,082 | $7.6M |
| Gradient Investments LLC | 0.12% | Add +1.1% | 424,145 | $7.5M |
| Stratos Wealth Partners, LTD. | 0.09% | Reduce -1.7% | 420,292 | $7.5M |
| PFS Partners, LLC | 3.31% | Add +3.1% | 406,889 | $7.2M |
| Glass Jacobson Investment Advisors llc | 2.47% | Add +0.2% | 403,225 | $7.2M |
| Mainsail Financial Group, LLC | 2.96% | Add +191.5% | 400,852 | $7.1M |
| Stephens Inc. | 0.09% | Add +13.9% | 391,211 | $6.9M |
| Marion Wealth Management | 1.49% | Add +4.8% | 377,767 | $6.7M |
| Mgo One Seven LLC | 0.13% | Add +7.4% | 369,930 | $6.6M |
| Howard Financial Services, LTD. | 0.71% | Reduce -1.9% | 353,732 | $6.3M |
| Ironwood Investment Counsel, LLC | 0.89% | Add +40.3% | 346,152 | $6.1M |
| IMA Advisory Services, Inc. | 0.59% | Add +3.4% | 340,868 | $6.1M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Add +64.4% | 340,840 | $6.0M |
| First Trust Advisors LP | 0.00% | Reduce -5.0% | 331,053 | $5.9M |
| Juno Financial Group LLC | 2.25% | Add +6.0% | 323,559 | $5.7M |
| Larch Capital Partners LLC | 0.81% | Add +9.7% | 314,874 | $5.6M |
| Traction Financial Partners, LLC | 3.41% | Reduce -0.1% | 312,311 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -3.3% | 305,134 | $5.4M |
| Family Legacy, Inc. | 1.63% | Add +2.5% | 305,096 | $5.4M |
| Integrated Wealth Concepts LLC | 0.04% | Add +86.3% | 303,300 | $5.4M |
| Park Avenue Securities LLC | 0.04% | Add +10.1% | 299,448 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -20.3% | 297,643 | $5.3M |
| Uniting Wealth Partners, LLC | 1.09% | Add +5.6% | 289,600 | $5.1M |
| Valmark Advisers, Inc. | 0.06% | Add +3.8% | 285,818 | $5.1M |
| Dakota Wealth Management | 0.10% | Reduce -15.4% | 268,270 | $4.8M |
| Twin Peaks Wealth Advisors, LLC | 1.19% | Reduce -4.0% | 265,721 | $4.7M |
| Sigma Planning Corp | 0.13% | Add +6.5% | 260,198 | $4.6M |
| Kingsview Wealth Management, LLC | 0.06% | Add +5.5% | 258,159 | $4.6M |
"% 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.