FT-Preferred Secur & Inc. ETFFPEETF
13F holders, Q2 2026 (June 30)463holders −2
45new positions
44sold out
2famous investors
$17.88avg. 13F price*
At the end of Q2 2026, 463 institutions reported holding FT-Preferred Secur & Inc. ETF (FPE) in their 13F filings, down 2 from Q1 2026. 45 opened new positions and 44 sold out. The largest holders were Morgan Stanley ($957.6M), Royal Bank of Canada ($350.2M) and LPL Financial LLC ($331.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q2 2026)
- CUSIP
- 33739E108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $71.9M |
| Exits | 44 | $74.0M |
All 13F filers, Q1 2026 → Q2 2026: 11,945,743 shares bought and 11,794,453 shares sold, net +151,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 463 holders
| Morgan Stanley | 0.05% | Add +1.5% | 53,554,746 | $957.6M |
| Royal Bank of Canada | 0.06% | Add +0.1% | 19,584,015 | $350.2M |
| LPL Financial LLC | 0.07% | Add +3.8% | 18,509,769 | $331.0M |
| Wells Fargo & Company | 0.06% | Add +7.7% | 18,324,364 | $327.6M |
| Raymond James Financial Inc. | 0.05% | Reduce -1.9% | 10,005,158 | $178.9M |
| UBS Group AG | 0.03% | Reduce -2.5% | 9,120,419 | $163.1M |
| Bank of America Corp. | 0.01% | Add +5.0% | 9,085,190 | $162.4M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 5,248,497 | $93.8M |
| HighTower Advisors, LLC | 0.06% | Add +0.3% | 3,472,189 | $62.1M |
| Cetera Investment Advisers | 0.05% | Add +10.5% | 3,276,892 | $58.6M |
| Stifel Financial Corp. | 0.04% | Add +10.8% | 2,606,231 | $46.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.5% | 2,516,214 | $45.0M |
| Kestra Advisory Services, LLC | 0.14% | Reduce -0.2% | 2,421,331 | $43.3M |
| MAI Capital Management | 0.15% | Add +11.1% | 2,219,975 | $39.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.1% | 2,216,273 | $39.6M |
| Advisory Alpha, LLC | 0.96% | Add +1.7% | 2,184,822 | $39.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.2% | 2,041,355 | $36.5M |
| Baird Financial Group, Inc. | 0.05% | Add +3.4% | 2,028,641 | $36.3M |
| Magnus Financial Group LLC | 2.49% | Add +3.9% | 1,959,719 | $35.0M |
| Park National Corp. | 0.95% | Add +2.0% | 1,903,567 | $34.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.7% | 1,550,463 | $27.7M |
| Falcon Wealth Planning | 1.74% | Add +1.3% | 1,534,702 | $27.4M |
| Truist Financial Corp. | 0.03% | Add +2.0% | 1,533,802 | $27.4M |
| Affinity Wealth Management LLC | 3.47% | Add +1.4% | 1,508,832 | $27.0M |
| Prospera Financial Services Inc | 0.37% | Reduce -6.8% | 1,413,667 | $25.3M |
| Country Trust Bank | 0.41% | Add +0.2% | 1,309,301 | $23.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.7% | 1,303,372 | $23.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Add +4.3% | 1,293,097 | $23.1M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.4% | 1,115,602 | $19.9M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +7.7% | 1,102,564 | $19.7M |
| Ashton Thomas Private Wealth, LLC | 0.41% | Add +18.1% | 1,092,360 | $19.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -12.2% | 1,059,188 | $18.9M |
| HCR Wealth Advisors | 1.65% | Add +2.9% | 1,027,972 | $18.4M |
| Parkside Investments, LLC | 2.02% | Add +51.3% | 1,021,131 | $18.3M |
| Citigroup Inc. | 0.01% | Reduce -12.5% | 984,754 | $17.6M |
| Arax Advisory Partners | 0.11% | Add +3.0% | 894,648 | $16.0M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +54.1% | 862,964 | $15.4M |
| Waverly Advisors, LLC | 0.09% | Add +4.7% | 842,725 | $15.1M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +23.8% | 816,488 | $14.6M |
| Avidian Wealth Enterprises, LLC | 0.40% | Add +2.0% | 799,715 | $14.3M |
| &partners | 0.06% | Add +6.2% | 790,728 | $14.1M |
| Fiduciary Financial Advisors | 1.43% | New | 787,556 | $14.1M |
| Twelve Points Wealth Management LLC | 2.78% | Add +15.9% | 775,066 | $13.9M |
| Ameritas Investment Partners, Inc. | 0.36% | Add +5.4% | 754,936 | $13.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.0% | 741,502 | $13.3M |
| Jones Financial Companies LLLP | 0.01% | Add +13.1% | 735,831 | $13.1M |
| Curran Financial Partners, LLC | 1.91% | Add +12.6% | 715,791 | $12.8M |
| Wealthspire Retirement, LLC | 0.62% | New | 634,468 | $11.3M |
| MML Investors Services, LLC | 0.02% | Add +13.8% | 630,773 | $11.3M |
| Trinity Legacy Partners, LLC | 2.25% | Add +6.3% | 628,202 | $11.3M |
| Bank of Montreal | 0.00% | Reduce -3.4% | 611,306 | $10.9M |
| Csenge Advisory Group | 0.43% | Add +0.1% | 596,441 | $10.7M |
| Quad-Cities Investment Group, LLC | 3.63% | Add +5.2% | 564,160 | $10.1M |
| Seros Financial, LLC | 5.17% | Add +7.1% | 555,256 | $9.9M |
| Summit Financial, LLC | 0.11% | Reduce -5.6% | 546,256 | $9.8M |
| Glassy Mountain Advisors, Inc. | 2.63% | Add +8.7% | 537,655 | $9.6M |
| US Bancorp \de | 0.01% | Add +4.1% | 518,224 | $9.3M |
| Mariner, LLC | 0.01% | Reduce -39.8% | 502,570 | $9.0M |
| Midwest Heritage Bank, FSB | 2.51% | Add +4.4% | 495,910 | $8.9M |
| Chicago Partners Investment Group LLC | 0.18% | Add +5.7% | 499,130 | $8.9M |
| Fifth Third Bancorp | 0.01% | Add +3.5% | 494,700 | $8.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.2% | 494,301 | $8.8M |
| Larch Capital Partners LLC | 1.24% | Add +53.6% | 483,745 | $8.6M |
| Fifth Third Securities, Inc. | 0.49% | Add +9.3% | 481,579 | $8.6M |
| Newman Dignan & Sheerar, Inc. | 1.64% | Add +4.2% | 478,985 | $8.6M |
| Prasad Wealth Partners, LLC | 2.03% | Add +0.7% | 470,663 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.26% | Add +3.5% | 467,096 | $8.4M |
| Equitable Holdings, Inc. | 0.05% | Reduce -25.8% | 464,148 | $8.3M |
| Kinloch Capital, LLC | 2.94% | Reduce -47.6% | 450,032 | $8.0M |
| Oppenheimer & Co. Inc. | 0.08% | Add +1.6% | 442,504 | $7.9M |
| Harbour Investments, Inc. | 0.11% | Add +2.8% | 440,514 | $7.9M |
| Gradient Investments LLC | 0.11% | Add +3.0% | 436,935 | $7.8M |
| PFS Partners, LLC | 3.06% | Add +3.8% | 422,184 | $7.5M |
| Glass Jacobson Investment Advisors llc | 2.27% | Add +1.0% | 407,228 | $7.3M |
| Stephens Inc. | 0.08% | Add +1.0% | 395,161 | $7.1M |
| Marion Wealth Management | 1.43% | Add +3.5% | 390,957 | $7.0M |
| Blackhawk Capital Partners, LLC | 2.26% | New | 387,592 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.26% | Reduce -31.8% | 360,906 | $6.5M |
| First Trust Advisors LP | 0.00% | Add +8.0% | 357,462 | $6.4M |
| Juno Financial Group LLC | 2.22% | Add +8.4% | 350,656 | $6.3M |
| IMA Advisory Services, Inc. | 0.38% | Add +0.6% | 342,759 | $6.1M |
| Howard Financial Services, LTD. | 0.61% | Reduce -3.5% | 341,178 | $6.1M |
| Ironwood Investment Counsel, LLC | 0.79% | Reduce -2.2% | 338,684 | $6.1M |
| Arq Wealth Advisors, LLC | 0.74% | New | 334,419 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +7.8% | 328,945 | $5.9M |
| Triumph Capital Management | 1.06% | New | 326,283 | $5.8M |
| Park Avenue Securities LLC | 0.04% | Add +8.8% | 325,730 | $5.8M |
| Traction Financial Partners, LLC | 3.02% | Add +1.8% | 318,020 | $5.7M |
| Mainsail Financial Group, LLC | 1.91% | Reduce -21.6% | 314,191 | $5.6M |
| Uniting Wealth Partners, LLC | 1.14% | Add +8.3% | 313,744 | $5.6M |
| Family Legacy, Inc. | 1.45% | Reduce -0.5% | 303,714 | $5.4M |
| Valmark Advisers, Inc. | 0.06% | Add +4.4% | 298,387 | $5.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.2% | 296,706 | $5.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -5.4% | 281,604 | $5.0M |
| Kingsview Wealth Management, LLC | 0.06% | Add +8.4% | 279,968 | $5.0M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Reduce -20.6% | 270,705 | $4.8M |
| Appleton Partners Inc. | 0.29% | Add +10.6% | 260,298 | $4.7M |
| Twin Peaks Wealth Advisors, LLC | 1.03% | Reduce -4.7% | 253,137 | $4.5M |
| Brookstone Capital Management | 0.04% | Add +17.4% | 250,098 | $4.5M |
| Bluespring Wealth Management, LLC | 0.09% | New | 248,590 | $4.4M |
| Sound Income Strategies, LLC | 0.20% | Reduce -1.7% | 247,378 | $4.4M |
| Aspen Investment Management Inc | 1.19% | Reduce -0.1% | 246,947 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +21.7% | 240,907 | $4.3M |
| Note Advisors, LLC | 1.83% | Add +10.0% | 235,753 | $4.2M |
| Western Wealth Management, LLC | 0.14% | Reduce -6.3% | 234,136 | $4.2M |
| Private Wealth Asset Management, LLC | 0.40% | Add +11.3% | 229,811 | $4.1M |
| Gallagher Fiduciary Advisors, LLC | 0.14% | Reduce -94.1% | 229,813 | $4.1M |
| Stenger Family Office, LLC | 0.63% | New | 222,631 | $4.0M |
| Snowden Capital Advisors LLC | 0.09% | Add +0.0% | 221,141 | $4.0M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +1.0% | 215,332 | $3.9M |
| D.A. Davidson & Co. | 0.02% | Add +3.2% | 213,025 | $3.8M |
| Toth Financial Advisory Corp. | 0.37% | Add +2.3% | 209,563 | $3.7M |
| Fearless Solutions, LLC dba Best Invest | 1.98% | Reduce -4.6% | 209,273 | $3.7M |
| Flagstar Securities, Inc. | 1.12% | Add +5.3% | 206,946 | $3.7M |
| ORBA Wealth Advisors, L.L.C. | 3.09% | Add +14.4% | 202,350 | $3.6M |
| Flputnam Investment Management Co. | 0.04% | Add +0.6% | 200,276 | $3.6M |
| Prosperity Consulting Group, LLC | 0.13% | Reduce -2.8% | 199,335 | $3.6M |
| United Advisor Group, LLC | 0.38% | Add +3.8% | 198,203 | $3.5M |
| Private Advisory Group LLC | 0.19% | Add +9.8% | 192,301 | $3.4M |
| IHT Wealth Management, LLC | 0.07% | Add +4.2% | 191,675 | $3.4M |
| Econ Financial Services Corp | 1.56% | Add +3.8% | 186,897 | $3.3M |
| Benjamin Edwards Inc. | 0.03% | Add +6.7% | 181,293 | $3.2M |
| Lake Street Private Wealth, LLC | 0.37% | Add +2.6% | 179,821 | $3.2M |
| Sigma Planning Corp | 0.08% | Reduce -33.1% | 174,163 | $3.1M |
| Creative Planning | 0.00% | Add +7.7% | 169,715 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.9% | 167,859 | $3.0M |
| Barings LLC | 0.06% | No change | 165,116 | $3.0M |
| Soltis Investment Advisors LLC | 0.17% | Add +18.6% | 164,112 | $2.9M |
| Darden Wealth Group Inc | 1.07% | Add +0.2% | 151,256 | $2.7M |
| Milestones Private Investment Advisors LLC | 2.09% | Add +0.6% | 146,684 | $2.6M |
| Horizon Financial Services, LLC | 1.00% | Add +6.0% | 146,514 | $2.6M |
| Compass Financial Management LLC | 0.31% | — | 141,840 | $2.5M |
| Prostatis Group LLC | 0.58% | Reduce -4.0% | 139,035 | $2.5M |
| IFP Advisors, Inc | 0.04% | Add +15.8% | 135,670 | $2.4M |
| Icon Wealth Advisors, LLC | 0.14% | New | 134,295 | $2.4M |
| City Holding Co. | 0.27% | Reduce -10.4% | 134,107 | $2.4M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +2.5% | 133,281 | $2.4M |
| APS Management Group, Inc. | 1.81% | Add +5.9% | 131,423 | $2.3M |
| Avantax Planning Partners, Inc. | 0.06% | Add +4.0% | 130,125 | $2.3M |
| Ritter Daniher Financial Advisory LLC / DE | 0.34% | Reduce -0.3% | 125,201 | $2.2M |
| ROI Financial Advisors, LLC | 1.15% | Add +2.2% | 124,582 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.8% | 120,753 | $2.2M |
| AE Wealth Management LLC | 0.01% | Reduce -8.2% | 120,302 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.61% | Reduce -8.6% | 116,150 | $2.1M |
| Strategic Blueprint, LLC | 0.10% | Reduce -0.6% | 114,673 | $2.1M |
| Perennial Investment Advisors, LLC | 0.14% | Add +6.4% | 113,337 | $2.0M |
| International Assets Investment Management, LLC | 0.12% | Reduce -1.5% | 113,022 | $2.0M |
| Archer Investment Corp | 0.37% | Reduce -6.5% | 108,301 | $1.9M |
| Wesbanco Bank Inc. | 0.05% | Add +66.9% | 108,282 | $1.9M |
| Global Retirement Partners, LLC | 0.03% | — | 108,245 | $1.9M |
| Walker Asset Management, LLC | 0.97% | Reduce -3.3% | 107,825 | $1.9M |
| Providence First Trust Co | 0.53% | New | 106,745 | $1.9M |
| WealthBridge Capital Management, LLC | 0.38% | Add +7.2% | 106,416 | $1.9M |
| Kingsbury Capital Investment Advisors LLC | 1.61% | Add +3.5% | 106,305 | $1.9M |
| KMT Wealth Management, LLC | 1.61% | New | 106,305 | $1.9M |
| Kovack Advisors, Inc. | 0.09% | Reduce -2.2% | 105,567 | $1.9M |
| Patten Group, Inc. | 0.29% | Reduce -4.2% | 103,386 | $1.8M |
| Gill Capital Partners, LLC | 0.48% | Reduce -1.9% | 101,248 | $1.8M |
| HRT Financial LP | 0.00% | New | 100,697 | $1.8M |
| Dakota Wealth Management | 0.03% | Reduce -64.5% | 95,233 | $1.7M |
| Arete Wealth Advisors, LLC | 0.11% | New | 94,693 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +10.6% | 94,512 | $1.7M |
| Silver Oak Securities, Incorporated | 0.10% | Reduce -5.4% | 94,061 | $1.7M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -0.8% | 91,584 | $1.6M |
| Harvest Investment Services, LLC | 0.25% | Add +5.6% | 90,059 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.31% | Add +514.8% | 89,882 | $1.6M |
| Northbridge Financial Group, LLC | 0.61% | Add +0.6% | 89,511 | $1.6M |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.3% | 89,275 | $1.6M |
| Independent Wealth Network Inc. | 0.40% | Add +0.4% | 88,014 | $1.6M |
| Gallacher Capital Management LLC | 0.87% | Reduce -31.5% | 86,985 | $1.6M |
| Parallel Advisors, LLC | 0.02% | Add +2.4% | 86,797 | $1.6M |
| Summit Financial Wealth Advisors, LLC | 0.20% | Add +0.5% | 86,496 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Add +6.0% | 85,783 | $1.5M |
| Moors & Cabot, Inc. | 0.06% | Reduce -12.5% | 83,586 | $1.5M |
| Renaissance Technologies | 0.00% | New | 82,694 | $1.5M |
| Global Assets Advisory, LLC | 0.31% | New | 79,059 | $1.4M |
| FAS Wealth Partners, Inc. | 0.07% | Add +0.8% | 78,869 | $1.4M |
| Simplicity Wealth,LLC | 0.05% | New | 75,883 | $1.4M |
| Private Trust Co. NA | 0.11% | Reduce -11.6% | 73,555 | $1.3M |
| Level Four Advisory Services, LLC | 0.04% | Add +47.4% | 69,645 | $1.2M |
| Argyle Capital Partners, LLC | 0.77% | Reduce -4.2% | 68,775 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -1.3% | 67,932 | $1.2M |
| Steinberganna Wealth Management | 0.49% | Add +0.5% | 67,706 | $1.2M |
| HUB Investment Partners, LLC | 0.02% | Reduce -31.6% | 67,601 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +10.1% | 64,577 | $1.2M |
| PCG Wealth Advisors, LLC | 0.26% | Add +14.9% | 64,074 | $1.1M |
| Principal Securities, Inc. | 0.01% | Reduce -7.6% | 62,944 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -2.0% | 61,729 | $1.1M |
| Mgo One Seven LLC | 0.02% | Reduce -83.3% | 61,672 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -5.0% | 60,925 | $1.1M |
| Beacon Financial Group | 0.10% | Reduce -4.4% | 59,393 | $1.1M |
| Kraematon Investment Advisors, Inc. | 0.78% | Add +5.4% | 58,705 | $1.0M |
| TrueWealth Advisors, LLC | 0.23% | Add +1.7% | 57,323 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -6.3% | 57,111 | $1.0M |
| Lanark Financial, Inc. | 0.07% | Reduce -3.1% | 56,990 | $1.0M |
| Scarborough Advisors, LLC | 0.12% | Reduce -44.3% | 56,263 | $1.0M |
| Bangor Savings Bank | 0.07% | No change | 55,973 | $1.0M |
| Paller Financial Services Inc | 0.75% | Reduce -5.5% | 55,970 | $1.0M |
| Integrity Alliance, Llc. | 0.03% | Add +169.7% | 54,396 | $973K |
| National Philanthropic Trust | 0.01% | Add +3.2% | 53,677 | $960K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -12.1% | 53,293 | $953K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -19.7% | 53,040 | $948K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.4% | 52,804 | $944K |
| Meridian Financial Partners LLC | 0.31% | Add +2.0% | 50,622 | $909K |
| Trustmark Bank Trust Department | 0.05% | Reduce -5.7% | 50,439 | $902K |
| Tudor Financial Inc. | 0.40% | Add +88.9% | 49,937 | $893K |
| Tanager Wealth Management LLP | 0.08% | Add +1.9% | 49,731 | $889K |
| Boyce & Associates Wealth Consulting, Inc. | 0.61% | Add +3.8% | 49,597 | $887K |
| Columbia Advisory Partners LLC | 0.48% | Reduce -2.4% | 48,942 | $875K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +1.3% | 48,702 | $871K |
| Essex LLC | 0.13% | Reduce -16.8% | 47,394 | $847K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -0.5% | 46,958 | $840K |
| Cary Street Partners Financial LLC | 0.02% | No change | 46,662 | $834K |
| Mutual Advisors, LLC | 0.02% | Add +19.3% | 46,639 | $834K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -72.9% | 46,591 | $833K |
| Wedbush Securities Inc. | 0.02% | Add +15.2% | 46,459 | $831K |
| Puff Wealth Management, LLC | 0.84% | — | 46,073 | $824K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.9% | 45,327 | $810K |
| Creative Financial Designs Inc. | 0.04% | Add +20.1% | 43,761 | $782K |
| Wiser Advisor Group LLC | 0.85% | Reduce -0.3% | 43,530 | $778K |
| Winebrenner Capital Management LLC | 0.47% | Add +2.3% | 43,280 | $774K |
| Freedom Financial Partners LLC | 0.25% | Add +6.2% | 42,663 | $763K |
| Choreo, LLC | 0.01% | Add +1.8% | 42,213 | $755K |
| Oder Investment Management, LLC | 0.49% | Reduce -0.3% | 40,523 | $725K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -15.6% | 40,358 | $722K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +6.6% | 40,169 | $720K |
| Advisor OS, LLC | 0.05% | Add +2.2% | 39,761 | $711K |
| Ballew Advisors, Inc | 0.37% | Add +0.2% | 39,475 | $709K |
| MJP Associates Inc. | 0.08% | Add +2.2% | 39,561 | $707K |
| IFG Advisory, LLC | 0.02% | New | 39,245 | $702K |
| Creekside Partners | 0.25% | Add +0.1% | 39,169 | $700K |
| Accel Wealth Management | 0.15% | Reduce -15.5% | 37,473 | $670K |
| StoneX Group Inc. | 0.03% | Reduce -18.8% | 36,880 | $663K |
| FSB Premier Wealth Management, Inc. | 0.19% | Add +1.4% | 36,800 | $658K |
| Whittier Trust Co. | 0.01% | Add +160.2% | 36,199 | $651K |
| Insigneo Advisory Services, LLC | 0.02% | Add +256.8% | 35,730 | $639K |
| LVZ, Inc. | 0.06% | Add +11.1% | 35,039 | $626K |
| Brookwood Investment Group LLC | 0.07% | Reduce -2.6% | 34,968 | $625K |
| Maia Wealth LLC | 0.09% | Reduce -11.0% | 34,616 | $619K |
| Berger Financial Group, Inc | 0.03% | Reduce -10.4% | 34,569 | $618K |
| Matrix Private Capital Group LLC | 0.27% | No change | 34,109 | $610K |
| Belpointe Asset Management LLC | 0.02% | Add +53.1% | 33,648 | $602K |
| Opulen Financial Group LLC | 0.38% | Reduce -1.0% | 33,518 | $599K |
| Ti-Trust, Inc. | 0.32% | Reduce -4.1% | 33,319 | $596K |
| Altus Wealth Group LLC | 0.21% | Reduce -14.7% | 33,127 | $592K |
| Center for Wealth Management Advisory | 0.36% | No change | 31,756 | $568K |
| TCFG Investment Advisors, LLC | 0.19% | Reduce -4.2% | 31,362 | $561K |
| Simon Quick Advisors, LLC | 0.02% | Add +1.5% | 31,083 | $556K |
| 1834 Investment Advisors Co. | 0.06% | No change | 31,078 | $556K |
| Certified Advisory Corp | 0.04% | Add +0.6% | 30,687 | $549K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -18.3% | 30,267 | $541K |
| IFS Group,LLC | 0.71% | Add +19.6% | 28,736 | $514K |
| Aurora Private Wealth, Inc. | 0.32% | Add +13.4% | 28,435 | $508K |
| American Institute for Advanced Investment Management, LLP | 0.29% | No change | 28,350 | $507K |
| Proactive Wealth Strategies LLC | 0.08% | Add +1.4% | 28,083 | $502K |
| CIBC Bancorp USA Inc. | 0.00% | New | 27,953 | $500K |
| Spire Wealth Management | 0.02% | Add +14.9% | 27,897 | $499K |
| Manchester Financial Inc. | 0.09% | No change | 27,600 | $493K |
| Pursuit Wealth Strategies, LLC | 0.64% | Reduce -1.8% | 27,524 | $492K |
| Shulman DeMeo Asset Management LLC | 0.09% | No change | 27,291 | $488K |
| Stableford Capital II LLC | 0.17% | Add +78.2% | 27,270 | $488K |
| Principle Wealth Partners LLC | 0.02% | Reduce -4.2% | 27,200 | $486K |
| CWA Asset Management Group, LLC | 0.01% | No change | 26,401 | $472K |
| BAM Wealth Management, LLC | 0.29% | Add +40.2% | 25,632 | $458K |
| Pallas Capital Advisors LLC | 0.01% | New | 25,406 | $454K |
| Morey & Quinn Wealth Partners, LLC | 0.28% | Add +0.0% | 24,555 | $439K |
| Pinnacle Associates Ltd. | 0.00% | No change | 24,505 | $438K |
| Vermillion Wealth Management, Inc. | 0.10% | Reduce -2.7% | 24,322 | $435K |
| Diversified Enterprises, LLC | 0.02% | Add +50.9% | 24,264 | $434K |
| Coastwise Capital Group, LLC | 0.25% | Add +0.9% | 23,919 | $428K |
| QP Wealth Management, LLC | 0.61% | Reduce -3.7% | 23,840 | $426K |
| Centaurus Financial, Inc. | 0.02% | Add +1.2% | 23,751 | $425K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.5% | 23,428 | $419K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -0.0% | 23,034 | $412K |
| Keystone Financial Group | 0.02% | Add +8.2% | 22,654 | $405K |
| TRUE Private Wealth Advisors | 0.03% | Add +1.1% | 22,642 | $405K |
| Prospect Financial Services LLC | 0.20% | Reduce -7.3% | 22,541 | $403K |
| Park Edge Advisors, LLC | 0.08% | Add +1.2% | 22,141 | $396K |
| Tortuga Wealth Management, Inc | 0.30% | No change | 21,938 | $392K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -10.8% | 21,920 | $392K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.6% | 21,805 | $390K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.3% | 21,700 | $388K |
| Schnieders Capital Management, Llc. | 0.05% | No change | 21,590 | $386K |
| GeoWealth Management, LLC | 0.01% | Add +17.9% | 21,333 | $381K |
| Quadrature Capital Ltd | 0.00% | New | 21,224 | $379K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -30.8% | 21,050 | $376K |
| Daymark Wealth Partners, LLC | 0.01% | Add +66.4% | 21,019 | $376K |
| OMNI 360 Wealth, Inc. | 0.17% | No change | 21,000 | $375K |
| Atlas Private Wealth Advisors | 0.08% | Add +25.7% | 20,505 | $367K |
| First Financial Group Corp | 0.26% | Reduce -9.3% | 20,385 | $364K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -51.4% | 20,042 | $358K |
| Topsail Wealth Management, LLC | 0.04% | Reduce -0.8% | 19,606 | $351K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -4.6% | 19,454 | $348K |
| Summit Wealth Partners, LLC | 0.05% | Add +0.4% | 19,281 | $345K |
| Realta Investment Advisors | 0.11% | Reduce -1.9% | 19,226 | $344K |
| E&G Advisors, LLC | 0.07% | No change | 19,168 | $343K |
| Quantinno Capital Management LP | 0.00% | Reduce -17.0% | 19,087 | $341K |
| AQR Capital Management | 0.00% | Reduce -0.8% | 18,997 | $340K |
| Two Sigma Securities, LLC | 0.03% | New | 18,969 | $339K |
| Sensible Money, LLC | 0.09% | New | 18,870 | $337K |
| Asset Dedication, LLC | 0.02% | New | 18,870 | $337K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 18,855 | $337K |
| Balboa Wealth Partners | 0.04% | Add +0.4% | 18,241 | $326K |
| RFG Advisory, LLC | 0.01% | Reduce -90.2% | 18,132 | $324K |
| Quartz Partners, LLC | 0.10% | Add +10.3% | 17,752 | $317K |
| Vines Capital Management, LLC | 0.25% | No change | 17,292 | $309K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -13.6% | 16,853 | $301K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -60.4% | 16,761 | $300K |
| Helium Advisors LLC | 0.24% | Add +1.5% | 16,327 | $292K |
| Investmark Advisory Group LLC | 0.11% | Reduce -5.3% | 16,164 | $289K |
| Composition Wealth, LLC | 0.00% | Reduce -54.2% | 16,143 | $289K |
| Mayflower Financial Advisors, LLC | 0.02% | New | 16,048 | $287K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -17.8% | 15,989 | $286K |
| Lodestar Private Asset Management LLC | 0.02% | Add +3.4% | 15,749 | $282K |
| BNP Paribas Financial Markets | 0.00% | No change | 15,522 | $278K |
| BIP Wealth, LLC | 0.01% | No change | 15,506 | $277K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -0.7% | 15,486 | $277K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.1% | 15,405 | $275K |
| Indivisible Partners | 0.02% | Reduce -76.3% | 15,354 | $275K |
| Vista Investment Management | 0.08% | No change | 15,300 | $274K |
| Venture Visionary Partners LLC | 0.01% | New | 15,268 | $273K |
| RPg Family Wealth Advisory, LLC | 0.05% | Reduce -1.5% | 15,238 | $272K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Reduce -7.7% | 15,115 | $270K |
| Integris Wealth Management, LLC | 0.05% | No change | 15,000 | $268K |
| Smithbridge Asset Management Inc. | 0.04% | New | 14,972 | $268K |
| Garden State Investment Advisory Services LLC | 0.05% | No change | 14,693 | $263K |
| Risk Paradigm Group, LLC | 0.20% | Reduce -1.6% | 14,558 | $260K |
| Money Concepts Capital Corp. | 0.01% | New | 14,553 | $260K |
| Intellectus Partners, LLC | 0.04% | No change | 14,228 | $254K |
| Everest Financial Group LLC | 0.03% | Reduce -17.5% | 14,100 | $252K |
| Stonebridge Financial Group, LLC | 0.03% | — | 14,040 | $251K |
| Wagner Wealth Management, Corp | 0.20% | Reduce -0.2% | 13,984 | $250K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.3% | 13,975 | $250K |
| Keebeck Wealth Management | 0.02% | No change | 13,700 | $245K |
| Cerity Partners LLC | 0.00% | New | 13,697 | $245K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 13,470 | $241K |
| Capital Square, LLC | 0.11% | Reduce -2.9% | 13,390 | $240K |
| Key Client Fiduciary Advisors, LLC | 0.07% | Reduce -6.8% | 13,370 | $239K |
| Seaview Investment Managers LLC | 0.07% | Reduce -0.8% | 13,287 | $238K |
| Legacy Edge Advisors, LLC | 0.02% | Add +6.7% | 13,272 | $237K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 13,105 | $234K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +18.1% | 13,062 | $234K |
| Thompson Siegel & Walmsley LLC | 0.00% | Add +11.5% | 13,007 | $233K |
| Aspen Wealth Strategies, LLC | 0.11% | Add +1.1% | 12,916 | $231K |
| Focus Financial Network, Inc. | 0.01% | Reduce -43.0% | 12,738 | $228K |
| Shufro Rose & Co. LLC | 0.01% | Reduce -28.3% | 12,700 | $227K |
| 1776 Wealth LLC | 0.08% | No change | 12,694 | $227K |
| Hudson Capital Management LLC | 0.06% | Reduce -5.6% | 12,595 | $225K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -3.0% | 12,565 | $225K |
| Hilltop Holdings Inc. | 0.02% | Add +14.7% | 12,490 | $223K |
| Waterloo Capital, L.P. | 0.01% | Reduce -11.6% | 12,475 | $223K |
| Huntleigh Advisors, Inc. | 0.03% | Add +1.2% | 12,287 | $220K |
| Concentrum Wealth Management | 0.05% | No change | 12,208 | $218K |
| Advanced Asset Management Advisors Inc | 0.06% | No change | 12,000 | $215K |
| Strategic Financial Partners, Ltd. | 0.08% | Add +0.2% | 11,736 | $210K |
| Novak & Powell Financial Services, Inc. | 0.10% | No change | 11,677 | $209K |
| Blue Zone Wealth Advisors, LLC | 0.04% | Add +1.6% | 11,662 | $209K |
| Xcelsior Advisor Partners LLC | 0.03% | Add +0.8% | 11,540 | $206K |
| Cresset Asset Management, LLC | 0.00% | Add +6.2% | 11,350 | $203K |
| Partners Wealth Management, LLC | 0.20% | No change | 11,331 | $203K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 11,174 | $200K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -64.0% | 11,168 | $200K |
| City Center Advisors, LLC | 0.16% | New | 11,149 | $199K |
| Sound View Wealth Advisors Group, LLC | 0.01% | Reduce -7.8% | 11,119 | $199K |
| ASL Financial, LLC | 0.14% | No change | 11,000 | $197K |
| Founders Financial Securities LLC | 0.01% | Add +0.1% | 10,802 | $193K |
| Owen LaRue, LLC | 0.07% | Add +0.7% | 10,723 | $192K |
| Meridian Wealth Advisors, LLC | 0.02% | Add +1.5% | 10,665 | $191K |
| Mather Group, Llc. | 0.00% | No change | 10,577 | $189K |
| Cozad Asset Management Inc. | 0.01% | Reduce -15.4% | 10,563 | $189K |
| Endowment Wealth Management, Inc. | 0.07% | Reduce -9.8% | 10,440 | $187K |
| Security National Bank | 0.02% | Add +2.5% | 10,247 | $183K |
| Encompass More Asset Management | 0.03% | Reduce -2.1% | 10,240 | $183K |
| MBE Wealth Management, LLC | 0.06% | No change | 10,073 | $180K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 8,487 | $155K |
| AdvisorNet Financial, Inc | 0.01% | New | 7,970 | $143K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +3.5% | 7,844 | $140K |
| Elevation Wealth Partners, LLC | 0.04% | Add +0.6% | 7,575 | $135K |
| Measured Wealth Private Client Group, LLC | 0.03% | Reduce -5.8% | 7,075 | $127K |
| Capital Analysts, LLC | 0.00% | No change | 5,012 | $90K |
| Brown Brothers Harriman & Co. | 0.00% | Add +19.5% | 5,013 | $90K |
| SouthState Bank Corp | 0.00% | No change | 5,000 | $89K |
| MPWM Advisory Solutions, LLC | 0.04% | No change | 4,916 | $88K |
| Hilton Head Capital Partners, LLC | 0.04% | Reduce -71.9% | 4,696 | $84K |
| Clearstead Advisors, LLC | 0.00% | Add +115.4% | 3,590 | $64K |
| UMB Bank, n.a. | 0.00% | No change | 3,395 | $61K |
| S&T Bank | 0.02% | No change | 3,389 | $61K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 3,143 | $56K |
| SOA Wealth Advisors, LLC. | 0.01% | Reduce -1.4% | 53,303 | $53K |
| Rossby Financial, LCC | 0.01% | Add +6.3% | 2,981 | $53K |
| SHP Wealth Management | 0.00% | New | 2,911 | $52K |
| Avion Wealth | 0.01% | New | 2,850 | $50K |
| Bellevue Asset Management, LLC | 0.02% | No change | 2,759 | $49K |
| Dunhill Financial, LLC | 0.01% | Reduce -26.2% | 2,742 | $49K |
| CoreCap Advisors, LLC | 0.00% | Add +10.0% | 2,705 | $48K |
| National Bank of Canada | 0.00% | Reduce -53.1% | 2,686 | $48K |
| NFSG Corp | 0.01% | Add +40.1% | 2,608 | $47K |
| Investors Research Corp | 0.01% | Add +5.9% | 2,574 | $46K |
| Front Row Advisors LLC | 0.01% | No change | 2,500 | $44K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.03% | No change | 2,470 | $44K |
| FMR LLC | 0.00% | Add +992.8% | 2,109 | $38K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +1.0% | 1,943 | $35K |
| Consultiva Wealth Management, Corp. | 0.08% | New | 1,874 | $34K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 1,732 | $31K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.5% | 1,712 | $31K |
| Allied Private Wealth LLC | 0.02% | — | 1,670 | $30K |
| Assetmark, Inc. | 0.00% | Reduce -28.8% | 1,620 | $29K |
| Timbuktu Capital Management, LLC | 0.04% | — | 1,500 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 1,500 | $27K |
| Colonial Trust Advisors | 0.00% | New | 1,474 | $26K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 1,458 | $26K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 1,431 | $26K |
| CX Institutional | 0.00% | Add +1.5% | 1,389 | $25K |
| Smithfield Trust Co | 0.00% | No change | 1,303 | $23K |
| Evelyn Partners Group Ltd | 0.00% | — | 1,250 | $22K |
| Ameriflex Group, Inc. | 0.01% | Add +27.7% | 1,226 | $22K |
| Piscataqua Savings Bank | 0.01% | No change | 1,200 | $21K |
| First Horizon Corp. | 0.00% | No change | 1,079 | $19K |
| Community Financial Services Group, LLC | 0.00% | No change | 1,000 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 969 | $17K |
| Main Street Group, LTD | 0.00% | No change | 850 | $15K |
| Kelleher Financial Advisors | 0.00% | Add +100.0% | 828 | $15K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 824 | $15K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 800 | $14K |
| Cape Investment Advisory, Inc. | 0.00% | New | 700 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 700 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -79.8% | 696 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +1.2% | 667 | $12K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 618 | $11K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 628 | $11K |
| NBT Bank, N.A. | 0.00% | Reduce -84.0% | 594 | $11K |
| Vima LLC | 0.01% | — | 550 | $10K |
| Institute for Wealth Management, LLC. | 0.00% | New | 541 | $10K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 519 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 493 | $9K |
| Basepoint Wealth LLC | 0.01% | New | 492 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 487 | $9K |
| Synergy Investment Management, LLC | 0.00% | No change | 478 | $9K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 432 | $8K |
| Imprint Wealth LLC | 0.03% | No change | 425 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 380 | $7K |
| Investors Portfolio Services LLC | 0.01% | New | 379 | $7K |
| Vision Financial Markets LLC | 0.01% | Add +1.5% | 332 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 299 | $5K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 264 | $5K |
| Key Capital Management, INC | 0.00% | Reduce -61.2% | 222 | $4K |
| First United Bank & Trust | 0.00% | No change | 220 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 216 | $4K |
| Caitlin John, LLC | 0.00% | No change | 165 | $3K |
| Benson Wealth Management INC | 0.00% | No change | 133 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.9% | 124 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 122 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +1.7% | 121 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +126.5% | 111 | $2K |
| Bayban | 0.00% | No change | 105 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -4.6% | 104 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 93 | $2K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 55 | $983 |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 47 | $843 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 41 | $733 |
| Signaturefd, LLC | 0.00% | Add +9.4% | 35 | $626 |
| Smartleaf Asset Management LLC | 0.00% | No change | 31 | $563 |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -99.3% | 18 | $328 |
"% 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.