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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Dakota Wealth Management | Sell | -48,894 | -15.4% | 268,270 | $4.76M | Q1 2026 | Aug 26, 2026 |
| Tortuga Wealth Management, Inc | Sell | -1,528 | -6.5% | 21,938 | $389.41K | Q1 2026 | Jul 17, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,089,843 | +6.8% | 17,020,549 | $302.11M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Sell | -23,892 | -8.7% | 249,857 | $4.43M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +446,585 | +5.4% | 8,652,282 | $153.58M | Q1 2026 | May 18, 2026 |
| Ifs Group,Llc | Buy | +24,036 | — | 24,036 | $426.64K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +3,709 | +18.8% | 23,461 | $416.00K | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +3,302 | +6.0% | 58,634 | $1.04M | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +66 | +1.1% | 6,045 | $107.30K | Q1 2026 | May 18, 2026 |
| Royal Bank Of Canada | Sell | -3,976,246 | -16.9% | 19,554,291 | $347.09M | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +3,708,098 | +1723.6% | 3,923,229 | $221.03K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -492,398 | -0.9% | 52,758,707 | $936.47M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +404,450 | +265.5% | 556,769 | $9.88M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +248,855 | +66.1% | 625,425 | $11.29M | Q1 2026 | May 15, 2026 |
| Note Advisors, Llc | Buy | +214,241 | — | 214,241 | $3.80M | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +172,796 | — | 172,796 | $3.07M | Q1 2026 | May 15, 2026 |
| Kinloch Capital, Llc | Sell | -143,801 | -14.3% | 859,253 | $15.25M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +143,007 | +40.3% | 497,762 | $8.84M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +140,508 | +86.3% | 303,300 | $5.38M | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +133,532 | +64.4% | 340,840 | $6.05M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -132,758 | -70.2% | 56,292 | $999.18K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Buy | +129,829 | +6.9% | 1,997,960 | $35.46M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +108,670 | +20.1% | 650,615 | $11.42M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +100,625 | +4.7% | 2,240,777 | $39.77M | Q1 2026 | May 15, 2026 |
| Hub Investment Partners, Llc | Buy | +98,875 | — | 98,875 | $1.76M | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +76,055 | +11.4% | 744,790 | $13.22M | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Buy | +58,536 | +36.0% | 221,071 | $3.92M | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +38,169 | +30.9% | 161,582 | $2.87M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Buy | +27,957 | +3.6% | 804,883 | $14.29M | Q1 2026 | May 15, 2026 |
| Larch Capital Partners Llc | Buy | +27,762 | +9.7% | 314,874 | $5.59M | Q1 2026 | May 15, 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.