FPE Institutional Ownership & Shareholders
FT-PREFERRED SECUR & INC ETF (FPE) is currently held by 464 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $4.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FPE tracked by InsiderSet, reporting ownership valued at approximately $957.56M in its June 30, 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 $910.97M, representing an estimated loss of -4.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
$4.14B
Largest Holder
Morgan Stanley
Largest Position
$957.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.05% | 53,554,746 | $957,558,876 | $910,966,229 | -$46,592,647 | -4.87% | |
| Royal Bank Of Canada | 0.06% | 19,584,015 | $350,161,000 | $333,124,095 | -$17,036,905 | -4.87% | |
| Lpl Financial Llc | 0.07% | 18,509,769 | $330,954,612 | $314,851,171 | -$16,103,441 | -4.87% | |
| Wells Fargo & Company/Mn | 0.06% | 18,324,364 | $327,639,634 | $311,697,432 | -$15,942,202 | -4.87% | |
| Raymond James Financial Inc | 0.05% | 10,005,158 | $178,892,220 | $170,187,738 | -$8,704,482 | -4.87% | |
| Ubs Group Ag | 0.03% | 9,120,419 | $163,073,092 | $155,138,327 | -$7,934,765 | -4.87% | |
| Bank Of America Corp | 0.01% | 9,085,190 | $162,443,204 | $154,539,082 | -$7,904,122 | -4.87% | |
| Ameriprise Financial Inc | 0.02% | 5,248,497 | $93,810,816 | $89,276,934 | -$4,533,882 | -4.83% | |
| Cetera Investment Advisers | 0.05% | 3,276,892 | $58,590,828 | $55,739,933 | -$2,850,895 | -4.87% | |
| Stifel Financial Corp | 0.04% | 2,606,231 | $46,599,469 | $44,331,989 | -$2,267,480 | -4.87% | |
| Envestnet Asset Management Inc | 0.01% | 2,516,214 | $44,989,900 | $42,800,800 | -$2,189,100 | -4.87% | |
| Kestra Advisory Services, Llc | 0.12% | 2,466,108 | $42,047,139 | $41,948,497 | -$98,642 | -0.23% | |
| Mai Capital Management | 0.15% | 2,219,975 | $39,693,153 | $37,761,775 | -$1,931,378 | -4.87% | |
| Osaic Holdings, Inc. | 0.05% | 2,216,273 | $39,627,571 | $37,698,804 | -$1,928,767 | -4.87% | |
| Advisory Alpha, Llc | 0.96% | 2,184,822 | $39,064,902 | $37,163,822 | -$1,901,080 | -4.87% | |
| Rockefeller Capital Management L.P. | 0.06% | 2,041,355 | $36,499,438 | $34,723,449 | -$1,775,989 | -4.87% | |
| Baird Financial Group, Inc. | 0.05% | 2,028,641 | $36,272,101 | $34,507,183 | -$1,764,918 | -4.87% | |
| Magnus Financial Group Llc | 2.34% | 2,052,183 | $34,989,722 | $34,907,633 | -$82,089 | -0.23% | |
| Park National Corp | 0.90% | 1,947,034 | $33,196,930 | $33,119,048 | -$77,882 | -0.23% | |
| Truist Financial Corp | 0.03% | 1,677,331 | $28,598,496 | $28,531,400 | -$67,096 | -0.23% | |
| Falcon Wealth Planning | 1.74% | 1,534,702 | $27,440,479 | $26,105,281 | -$1,335,198 | -4.87% | |
| Affinity Wealth Management Llc | 3.47% | 1,508,832 | $26,977,919 | $25,665,232 | -$1,312,687 | -4.87% | |
| Prospera Financial Services Inc | 0.37% | 1,413,667 | $25,277,459 | $24,046,476 | -$1,230,983 | -4.87% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.32% | 1,376,791 | $23,474,294 | $23,419,215 | -$55,079 | -0.23% | |
| Country Trust Bank | 0.40% | 1,343,174 | $22,901,117 | $22,847,390 | -$53,727 | -0.23% | |
| Ashton Thomas Private Wealth, Llc | 0.42% | 1,219,425 | $20,791,202 | $20,742,419 | -$48,783 | -0.23% | |
| Janney Montgomery Scott Llc | 0.04% | 1,115,602 | $19,947,000 | $18,976,390 | -$970,610 | -4.87% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 1,102,564 | $19,713,845 | $18,754,614 | -$959,231 | -4.87% | |
| Commonwealth Equity Services, Llc | 0.02% | 1,104,884 | $18,838,283 | $18,794,077 | -$44,206 | -0.23% | |
| Parkside Investments, Llc | 2.12% | 1,091,994 | $18,618,494 | $18,574,818 | -$43,676 | -0.23% | |
| Kestra Private Wealth Services, Llc | 0.19% | 1,064,779 | $18,154,474 | $18,111,891 | -$42,583 | -0.23% | |
| Citigroup Inc | 0.01% | 984,754 | $17,607,409 | $16,750,666 | -$856,743 | -4.87% | |
| Hcr Wealth Advisors | 1.39% | 1,029,238 | $17,548,510 | $17,507,338 | -$41,172 | -0.23% | |
| Arax Advisory Partners | 0.11% | 894,648 | $15,996,318 | $15,217,962 | -$778,356 | -4.87% | |
| Waverly Advisors, Llc | 0.09% | 842,725 | $15,067,919 | $14,334,752 | -$733,167 | -4.87% | |
| &Partners | 0.06% | 790,728 | $14,148,219 | $13,450,283 | -$697,936 | -4.93% | |
| Twelve Points Wealth Management Llc | 2.56% | 808,503 | $13,712,212 | $13,752,636 | +$40,424 | +0.29% | |
| Action Point Financial Planning, Llc | 1.47% | 761,976 | $13,623,230 | $12,961,212 | -$662,018 | -4.86% | |
| Ameritas Investment Partners, Inc. | 0.36% | 754,936 | $13,498,261 | $12,841,461 | -$656,800 | -4.87% | |
| Jpmorgan Chase & Co | 0.00% | 741,502 | $13,287,722 | $12,612,949 | -$674,773 | -5.08% | |
| Jones Financial Companies Lllp | 0.01% | 735,831 | $13,149,290 | $12,516,485 | -$632,805 | -4.81% | |
| Curran Financial Partners, Llc | 1.91% | 715,791 | $12,798,343 | $12,175,605 | -$622,738 | -4.87% | |
| Avidian Wealth Enterprises, Llc | 0.35% | 745,527 | $12,711,229 | $12,681,414 | -$29,815 | -0.23% | |
| Wealthspire Retirement, Llc | 0.62% | 634,468 | $11,344,296 | $10,792,301 | -$551,995 | -4.87% | |
| Mml Investors Services, Llc | 0.02% | 630,773 | $11,278,224 | $10,729,449 | -$548,775 | -4.87% | |
| Trinity Legacy Partners, Llc | 2.25% | 628,202 | $11,276,229 | $10,685,716 | -$590,513 | -5.24% | |
| Bank Of Montreal | 0.00% | 611,306 | $10,930,151 | $10,398,315 | -$531,836 | -4.87% | |
| Csenge Advisory Group | 0.43% | 596,441 | $10,664,368 | $10,145,461 | -$518,907 | -4.87% | |
| Seros Financial, Llc | 5.29% | 611,026 | $10,418,001 | $10,393,552 | -$24,449 | -0.23% | |
| Quad-Cities Investment Group, Llc | 3.54% | 579,972 | $9,888,516 | $9,865,324 | -$23,192 | -0.23% |
Frequently asked questions about FPE
Who are the largest institutional holders of FPE?
The largest institutional holders of FPE reported in the latest SEC Form 13F filings include Morgan Stanley, Royal Bank Of Canada, Lpl Financial Llc, Wells Fargo & Company/Mn, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FPE position.
What is FPE institutional ownership?
This page tracks FPE positions reported by institutional investment managers through SEC Form 13F. FT-PREFERRED SECUR & INC ETF (FPE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPE?
InsiderSet currently tracks 464 institutional managers reporting FPE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FPE shareholders.
How much FPE stock do institutions own?
Institutional investment managers disclosed approximately $4.14B in FPE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPE institutional ownership last updated?
The latest FPE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FPE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FPE position after the reporting date.
Are institutions buying or selling FPE?
Institutional buying and selling can be analyzed by comparing FPE positions across consecutive 13F reporting periods. InsiderSet's FPE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPE ownership changes.
How has FPE institutional ownership changed over time?
InsiderSet tracks FPE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.