FT-PREFERRED SECUR & INC ETF FPE
$17.95
+0.3% 52w: $16.66 – $18.03
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data16.6617.3518.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
463
-2 QoQ
13F value
$4.19B
-2.4% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$186K calls / — puts
Institutional value by quarter
Number of holders
Who owns FPE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 52.8M | $936.5M | 0.1% | -0.9% |
| ROYAL BANK OF CANADA | Bank broker | 19.6M | $347.1M | 0.1% | -16.9% |
| LPL Financial LLC | Bank broker | 17.8M | $316.6M | 0.1% | +6.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 17.0M | $302.1M | 0.1% | +6.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 10.2M | $181.1M | 0.1% | +7.1% |
| UBS Group AG | Bank broker | 9.4M | $166.0M | 0.0% | -2.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.7M | $153.6M | 0.0% | +5.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.0M | $89.2M | 0.0% | +7.8% |
| HighTower Advisors, LLC | Diversified mechanical | 3.5M | $61.4M | 0.1% | +4.9% |
| Cetera Investment Advisers | Wealth advisor | 3.0M | $52.6M | 0.1% | +14.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.5M | $44.9M | 0.0% | +22.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 2.4M | $43.1M | 0.2% | +4.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.4M | $41.8M | 0.0% | +4.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.2M | $39.8M | 0.1% | +4.7% |
| Advisory Alpha, LLC | Wealth advisor | 2.1M | $38.1M | 1.0% | -0.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 2.0M | $36.2M | 0.1% | -7.9% |
| MAI Capital Management | Wealth advisor | 2.0M | $35.5M | 0.2% | +6.9% |
| Baird Financial Group, Inc. | Diversified mechanical | 2.0M | $34.8M | 0.1% | +10.8% |
| Magnus Financial Group LLC | Wealth advisor | 1.9M | $33.5M | 2.7% | +5.8% |
| PARK NATIONAL CORP /OH/ | Other | 1.9M | $33.1M | 1.0% | +4.8% |
| JANE STREET GROUP, LLC | Market maker | 1.8M | $31.8M | 0.0% | New |
| Prospera Financial Services Inc | Diversified mechanical | 1.5M | $26.9M | 0.4% | -1.6% |
| Falcon Wealth Planning | Wealth advisor | 1.5M | $26.9M | 1.8% | +11.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.5M | $26.7M | 0.0% | +27.9% |
| AFFINITY WEALTH MANAGEMENT LLC | Wealth advisor | 1.5M | $26.4M | 4.0% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.4M | $24.3M | 0.0% | -0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.3M | $23.4M | 0.0% | +10.3% |
| COUNTRY TRUST BANK | Other | 1.3M | $23.2M | 0.4% | -6.7% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 1.2M | $22.0M | 0.4% | +4.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.2M | $21.4M | 0.1% | +2.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.2M | $20.5M | 0.1% | -0.1% |
| CITIGROUP INC | Bank broker | 1.1M | $20.0M | 0.0% | +9.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.0M | $18.2M | 0.1% | +4.2% |
| HCR Wealth Advisors | Other | 999.2K | $17.7M | 1.8% | +0.1% |
| Ashton Thomas Private Wealth, LLC | Wealth advisor | 924.9K | $16.4M | 0.4% | +23.3% |
| Arax Advisory Partners | Wealth advisor | 868.4K | $15.4M | 0.4% | -59.4% |
| Kinloch Capital, LLC | Other | 859.3K | $15.3M | 6.2% | -14.3% |
| JPMORGAN CHASE & CO | Bank broker | 852.1K | $15.0M | 0.0% | -0.8% |
| Mariner, LLC | Diversified mechanical | 835.3K | $14.8M | 0.0% | -1.4% |
| Waverly Advisors, LLC | Wealth advisor | 804.9K | $14.3M | 0.1% | +3.6% |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 784.3K | $13.9M | 0.4% | +3.6% |
| &PARTNERS | Diversified mechanical | 744.8K | $13.2M | 0.1% | +11.4% |
| Ameritas Investment Partners, Inc. | Diversified mechanical | 716.5K | $12.7M | 0.4% | +7.5% |
| INTEGRITY WEALTH ADVISORS, INC. | Wealth advisor | 695.0K | $12.3M | 7.4% | +4.5% |
| Parkside Investments, LLC | Wealth advisor | 674.9K | $12.0M | 1.5% | New |
| Twelve Points Wealth Management LLC | Wealth advisor | 668.9K | $11.9M | 2.6% | +17.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 659.7K | $11.7M | 0.1% | +5.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 650.6K | $11.4M | 0.0% | +20.1% |
| Equitable Holdings, Inc. | Wealth advisor | 625.4K | $11.3M | 0.1% | +66.1% |
| Curran Financial Partners, LLC | Wealth advisor | 635.8K | $11.3M | 2.0% | +10.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.