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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -6,594 | -2.2% | 296,706 | $5.31M | Q2 2026 | Sep 09, 2026 |
| Gill Capital Partners, Llc | Sell | -1,914 | -1.9% | 101,248 | $1.81M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -62,468 | -11.2% | 494,301 | $8.84M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +21,809 | +8.4% | 279,968 | $5.01M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -7,535 | -6.5% | 108,301 | $1.94M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +6,277 | +3.9% | 167,859 | $3.00M | Q2 2026 | Aug 18, 2026 |
| Larch Capital Partners Llc | Buy | +168,871 | +53.6% | 483,745 | $8.65M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -161,277 | -25.8% | 464,148 | $8.30M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +290 | +1.2% | 23,751 | $425.00K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +5,248,497 | — | 5,248,497 | $93.81M | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, Llc | Sell | -3,693,416 | -94.1% | 229,813 | $4.11M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,303,815 | +7.7% | 18,324,364 | $327.64M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +761,976 | — | 761,976 | $13.62M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +432,908 | +5.0% | 9,085,190 | $162.44M | Q2 2026 | Aug 14, 2026 |
| Kinloch Capital, Llc | Sell | -409,221 | -47.6% | 450,032 | $8.05M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +222,015 | +11.1% | 2,219,975 | $39.69M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -197,827 | -1.9% | 10,005,158 | $178.89M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +100,697 | — | 100,697 | $1.80M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +85,216 | +13.1% | 735,831 | $13.15M | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -70,135 | -20.6% | 270,705 | $4.84M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +45,938 | +6.2% | 790,728 | $14.15M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +39,245 | — | 39,245 | $701.71K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Buy | +37,842 | +4.7% | 842,725 | $15.07M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +29,724 | +0.2% | 19,584,015 | $350.16M | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +25,717 | +256.8% | 35,730 | $638.85K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | Sell | -25,547 | -60.4% | 16,761 | $299.69K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -24,504 | -1.1% | 2,216,273 | $39.63M | Q2 2026 | Aug 14, 2026 |
| Note Advisors, Llc | Buy | +21,512 | +10.0% | 235,753 | $4.22M | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -19,848 | -64.0% | 11,168 | $199.68K | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +18,969 | — | 18,969 | $339.17K | Q2 2026 | Aug 14, 2026 |
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.