FT-PREFERRED SECUR & INC ETF (FPE) Institutional Shareholders
FT-PREFERRED SECUR & INC ETF (FPE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.15B in FPE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FPE tracked by InsiderSet, reporting ownership valued at approximately $936.47M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $937.52M, representing an estimated gain of +0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed FPE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Royal Bank Of Canada, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FT-PREFERRED SECUR & INC ETF (FPE).
This page ranks the largest institutional FPE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
464
Total Reported Value
$4.15B
Largest Holder
Morgan Stanley
Largest Position
$936.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.06% | 52,758,707 | $936,467,072 | $937,522,223 | +$1,055,151 | +0.11% | |
| Royal Bank Of Canada | 0.07% | 19,554,291 | $347,088,000 | $347,479,751 | +$391,751 | +0.11% | |
| Lpl Financial Llc | 0.08% | 17,837,734 | $316,619,721 | $316,976,533 | +$356,812 | +0.11% | |
| Wells Fargo & Company/Mn | 0.06% | 17,020,549 | $302,114,747 | $302,455,156 | +$340,409 | +0.11% | |
| Raymond James Financial Inc | 0.06% | 10,202,985 | $181,102,985 | $181,307,043 | +$204,058 | +0.11% | |
| Ubs Group Ag | 0.03% | 9,353,585 | $166,026,134 | $166,213,205 | +$187,071 | +0.11% | |
| Bank Of America Corp | 0.01% | 8,652,282 | $153,578,011 | $153,751,051 | +$173,040 | +0.11% | |
| Ameriprise Financial Inc | 0.02% | 5,026,933 | $89,230,238 | $89,328,599 | +$98,361 | +0.11% | |
| Hightower Advisors, Llc | 0.07% | 3,461,437 | $61,440,384 | $61,509,735 | +$69,351 | +0.11% | |
| Cetera Investment Advisers | 0.06% | 2,964,486 | $52,619,619 | $52,678,916 | +$59,297 | +0.11% | |
| Envestnet Asset Management Inc | 0.01% | 2,527,949 | $44,871,094 | $44,921,654 | +$50,560 | +0.11% | |
| Kestra Advisory Services, Llc | 0.14% | 2,421,331 | $43,293,412 | $43,027,052 | -$266,360 | -0.62% | |
| Stifel Financial Corp | 0.04% | 2,353,154 | $41,768,742 | $41,815,547 | +$46,805 | +0.11% | |
| Osaic Holdings, Inc. | 0.06% | 2,240,777 | $39,774,356 | $39,818,607 | +$44,251 | +0.11% | |
| Advisory Alpha, Llc | 1.04% | 2,147,548 | $38,119,268 | $38,161,928 | +$42,660 | +0.11% | |
| Rockefeller Capital Management L.P. | 0.06% | 2,036,908 | $36,155,125 | $36,195,855 | +$40,730 | +0.11% | |
| Mai Capital Management | 0.20% | 1,997,960 | $35,463,784 | $35,503,749 | +$39,965 | +0.11% | |
| Magnus Financial Group Llc | 2.48% | 1,959,719 | $35,039,775 | $34,824,207 | -$215,568 | -0.62% | |
| Baird Financial Group, Inc. | 0.05% | 1,962,134 | $34,827,879 | $34,867,121 | +$39,242 | +0.11% | |
| Park National Corp | 0.95% | 1,903,567 | $34,035,778 | $33,826,386 | -$209,392 | -0.62% | |
| Jane Street Group, Llc | 0.03% | 1,789,032 | $31,755,318 | $31,791,099 | +$35,781 | +0.11% | |
| Falcon Wealth Planning | 1.74% | 1,534,702 | $27,440,479 | $27,271,655 | -$168,824 | -0.62% | |
| Truist Financial Corp | 0.03% | 1,533,802 | $27,424,373 | $27,255,662 | -$168,711 | -0.62% | |
| Affinity Wealth Management Llc | 3.47% | 1,508,832 | $26,977,919 | $26,811,945 | -$165,974 | -0.62% | |
| Prospera Financial Services Inc | 0.37% | 1,413,667 | $25,277,459 | $25,120,863 | -$156,596 | -0.62% | |
| Country Trust Bank | 0.41% | 1,309,301 | $23,410,302 | $23,266,279 | -$144,023 | -0.62% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 1,317,537 | $23,386,289 | $23,412,632 | +$26,343 | +0.11% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,303,372 | $23,304,290 | $23,160,920 | -$143,370 | -0.62% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.34% | 1,293,097 | $23,120,577 | $22,978,334 | -$142,243 | -0.62% | |
| Citigroup Inc | 0.01% | 1,125,791 | $19,982,795 | $20,005,306 | +$22,511 | +0.11% | |
| Ashton Thomas Private Wealth, Llc | 0.41% | 1,092,360 | $19,531,405 | $19,411,237 | -$120,168 | -0.62% | |
| Hcr Wealth Advisors | 1.65% | 1,027,972 | $18,380,150 | $18,267,062 | -$113,088 | -0.62% | |
| Parkside Investments, Llc | 2.02% | 1,021,131 | $18,257,824 | $18,145,498 | -$112,326 | -0.62% | |
| Steward Partners Investment Advisory, Llc | 0.09% | 1,024,249 | $18,180,412 | $18,200,905 | +$20,493 | +0.11% | |
| Concurrent Investment Advisors, Llc | 0.13% | 862,964 | $15,429,800 | $15,334,870 | -$94,930 | -0.62% | |
| Arax Advisory Partners | 0.44% | 868,355 | $15,413,303 | $15,430,668 | +$17,365 | +0.11% | |
| Kinloch Capital, Llc | 6.22% | 859,253 | $15,251,741 | $15,268,926 | +$17,185 | +0.11% | |
| Mariner, Llc | 0.02% | 835,276 | $14,826,146 | $14,842,855 | +$16,709 | +0.11% | |
| Kestra Private Wealth Services, Llc | 0.16% | 816,488 | $14,598,808 | $14,508,992 | -$89,816 | -0.62% | |
| Avidian Wealth Enterprises, Llc | 0.40% | 799,715 | $14,298,907 | $14,210,936 | -$87,971 | -0.62% | |
| Waverly Advisors, Llc | 0.11% | 804,883 | $14,286,670 | $14,302,771 | +$16,101 | +0.11% | |
| &Partners | 0.07% | 744,790 | $13,218,343 | $13,234,918 | +$16,575 | +0.13% | |
| Ameritas Investment Partners, Inc. | 0.39% | 716,495 | $12,717,789 | $12,732,116 | +$14,327 | +0.11% | |
| Integrity Wealth Advisors, Inc. | 7.41% | 695,005 | $12,336,343 | $12,350,239 | +$13,896 | +0.11% | |
| Twelve Points Wealth Management Llc | 2.61% | 668,860 | $11,872,268 | $11,885,642 | +$13,374 | +0.11% | |
| Jones Financial Companies Lllp | 0.01% | 650,615 | $11,418,299 | $11,561,429 | +$143,130 | +1.25% | |
| Equitable Holdings, Inc. | 0.07% | 625,425 | $11,291,311 | $11,113,802 | -$177,509 | -1.57% | |
| Curran Financial Partners, Llc | 2.02% | 635,777 | $11,285,048 | $11,297,757 | +$12,709 | +0.11% | |
| Trinity Legacy Partners, Llc | 2.25% | 628,202 | $11,276,229 | $11,163,150 | -$113,079 | -1.00% | |
| Bank Of Montreal | 0.00% | 632,533 | $11,227,461 | $11,240,111 | +$12,650 | +0.11% |
Frequently asked questions about FPE
Who owns the most FPE stock?
The largest holders of FPE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FT-PREFERRED SECUR & INC ETF (FPE).
Is FPE widely held by superinvestors?
Many widely followed stocks like FPE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FPE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.