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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Royal Bank Of Canada, Gallagher Fiduciary Advisors, Llc, Wells Fargo & Company/Mn, Morgan Stanley, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Dakota Wealth ManagementSell-48,894-15.4%268,270$4.76MQ1 2026Aug 26, 2026
Tortuga Wealth Management, IncSell-1,528-6.5%21,938$389.41KQ1 2026Jul 17, 2026
Wells Fargo & Company/MnBuy+1,089,843+6.8%17,020,549$302.11MQ1 2026Jul 08, 2026
Western Wealth Management, LlcSell-23,892-8.7%249,857$4.43MQ1 2026May 19, 2026
Bank Of America CorpBuy+446,585+5.4%8,652,282$153.58MQ1 2026May 18, 2026
Ifs Group,LlcBuy+24,036—24,036$426.64KQ1 2026May 18, 2026
Centaurus Financial, Inc.Buy+3,709+18.8%23,461$416.00KQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+3,302+6.0%58,634$1.04MQ1 2026May 18, 2026
Sunbelt Securities, Inc.Buy+66+1.1%6,045$107.30KQ1 2026May 18, 2026
Royal Bank Of CanadaSell-3,976,246-16.9%19,554,291$347.09MQ1 2026May 15, 2026
Gallagher Fiduciary Advisors, LlcBuy+3,708,098+1723.6%3,923,229$221.03KQ1 2026May 15, 2026
Morgan StanleySell-492,398-0.9%52,758,707$936.47MQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+404,450+265.5%556,769$9.88MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+248,855+66.1%625,425$11.29MQ1 2026May 15, 2026
Note Advisors, LlcBuy+214,241—214,241$3.80MQ1 2026May 15, 2026
Allworth Financial LpBuy+172,796—172,796$3.07MQ1 2026May 15, 2026
Kinloch Capital, LlcSell-143,801-14.3%859,253$15.25MQ1 2026May 15, 2026
Us Bancorp \De\Buy+143,007+40.3%497,762$8.84MQ1 2026May 15, 2026
Integrated Wealth Concepts LlcBuy+140,508+86.3%303,300$5.38MQ1 2026May 15, 2026
Vestmark Advisory Solutions, Inc.Buy+133,532+64.4%340,840$6.05MQ1 2026May 15, 2026
Citadel Advisors LlcSell-132,758-70.2%56,292$999.18KQ1 2026May 15, 2026
Mai Capital ManagementBuy+129,829+6.9%1,997,960$35.46MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+108,670+20.1%650,615$11.42MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+100,625+4.7%2,240,777$39.77MQ1 2026May 15, 2026
Hub Investment Partners, LlcBuy+98,875—98,875$1.76MQ1 2026May 15, 2026
&PartnersBuy+76,055+11.4%744,790$13.22MQ1 2026May 15, 2026
Snowden Capital Advisors LlcBuy+58,536+36.0%221,071$3.92MQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcBuy+38,169+30.9%161,582$2.87MQ1 2026May 15, 2026
Waverly Advisors, LlcBuy+27,957+3.6%804,883$14.29MQ1 2026May 15, 2026
Larch Capital Partners LlcBuy+27,762+9.7%314,874$5.59MQ1 2026May 15, 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.