Who owns FPE?
First Trust Preferred Securities and Income ETF · First Trust
463 institutions reported holding FPE, worth $4.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FPE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $957.6M | 53,554,746 | +796,039 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $350.2M | 19,584,015 | +29,724 shares |
| LPL Financial LLC | Fort Mill, SC | $331.0M | 18,509,769 | +672,035 shares |
| Wells Fargo & Company | San Francisco, CA | $327.6M | 18,324,364 | +1,303,815 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $178.9M | 10,005,158 | −197,827 shares |
| UBS Group AG | Zurich, Switzerland | $163.1M | 9,120,419 | −233,166 shares |
| Bank of America Corp. | Charlotte, NC | $162.4M | 9,085,190 | +432,908 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $93.8M | 5,248,497 | +221,564 shares |
| HighTower Advisors, LLC | Chicago, IL | $62.1M | 3,472,189 | +10,752 shares |
| Cetera Investment Advisers | Schaumburg, IL | $58.6M | 3,276,892 | +312,406 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FPE?
463 institutional managers reported holding FPE in Form 13F filings for June 30, 2026, worth $4.3B in total. The largest reported position was held by Morgan Stanley, at $957.6M.
Did institutions buy or sell FPE last quarter?
Reported 13F value rose 3.3% from March 31, 2026, which includes price moves as well as buying and selling. 57 firms reported a new position and 45 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FPE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.