FT-PREFERRED SECUR & INC ETF (FPE) Institutional Ownership

FPE is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $950,637 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Matrix Private Capital Group, which reported ownership valued at approximately $605,435 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Matrix Private Capital Group's FPE position is now estimated to be worth approximately $613,279.82, representing an estimated gain of +1.30% since the filing period.

Major shareholders tracked on this page include Matrix Private Capital Group, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward FT-PREFERRED SECUR & INC ETF (FPE).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$950,63753,557
Q4 20252$989,62054,315
Q3 20253$17,370,135952,310
Q2 20253$13,471,557756,829
Q1 20253$9,281,839527,677
Q4 20242$1,158,30665,441
Q3 20243$21,436,3191,184,327
Q2 20243$13,960,287804,164
Q1 20243$1,112,3571,622,472
Q4 20233$1,089,5292,202,582
Q3 20233$831,442434,375
Q2 20233$825,000938,101
FPE Institutional Ownership and 13F Activity Q1 2026 | InsiderSet