FT-PREFERRED SECUR & INC ETF (FPE) Institutional Ownership Changes & 13F Activity

FT-PREFERRED SECUR & INC ETF (FPE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Gallagher Fiduciary Advisors, Llc, Wells Fargo & Company/Mn, Action Point Financial Planning, Llc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-6,594-2.2%296,706$5.31MQ2 2026Sep 09, 2026
Gill Capital Partners, LlcSell-1,914-1.9%101,248$1.81MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-62,468-11.2%494,301$8.84MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+21,809+8.4%279,968$5.01MQ2 2026Aug 19, 2026
Archer Investment CorpSell-7,535-6.5%108,301$1.94MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,277+3.9%167,859$3.00MQ2 2026Aug 18, 2026
Larch Capital Partners LlcBuy+168,871+53.6%483,745$8.65MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-161,277-25.8%464,148$8.30MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+290+1.2%23,751$425.00KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+5,248,4975,248,497$93.81MQ2 2026Aug 14, 2026
Gallagher Fiduciary Advisors, LlcSell-3,693,416-94.1%229,813$4.11MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,303,815+7.7%18,324,364$327.64MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+761,976761,976$13.62MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+432,908+5.0%9,085,190$162.44MQ2 2026Aug 14, 2026
Kinloch Capital, LlcSell-409,221-47.6%450,032$8.05MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+222,015+11.1%2,219,975$39.69MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-197,827-1.9%10,005,158$178.89MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+100,697100,697$1.80MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+85,216+13.1%735,831$13.15MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-70,135-20.6%270,705$4.84MQ2 2026Aug 14, 2026
&PartnersBuy+45,938+6.2%790,728$14.15MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+39,24539,245$701.71KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+37,842+4.7%842,725$15.07MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+29,724+0.2%19,584,015$350.16MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+25,717+256.8%35,730$638.85KQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Sell-25,547-60.4%16,761$299.69KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-24,504-1.1%2,216,273$39.63MQ2 2026Aug 14, 2026
Note Advisors, LlcBuy+21,512+10.0%235,753$4.22MQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-19,848-64.0%11,168$199.68KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+18,96918,969$339.17KQ2 2026Aug 14, 2026
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Frequently asked questions about FPE activity

  • Which institutional owners are buying FPE?

    Institutional owners buying FPE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FPE activity?

    "Buy" means an investor increased their reported position in FPE compared to the prior reporting period. This reflects growing exposure to FT-PREFERRED SECUR & INC ETF (FPE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FPE increasing?

    Institutional interest in FPE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.