FPE institutional holders

First Trust Preferred Securities and Income ETF · 484 reporting institutions · $4.3B reported value

Funds that can replace FPE · FPE return decomposition

Institutional holdings

Institutions reporting FPE, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$957.6M23,1852026-06-30
Royal Bank of Canada$350.2M02026-06-30
Lpl Financial LLC$331M23,4582026-06-30
Wells Fargo & Company/mn$327.6M02026-06-30
Raymond James Financial Inc$178.9M02026-06-30
UBS Group AG$163.1M02026-06-30
Bank of America Corp /de$162.4M02026-06-30
Ameriprise Financial Inc$93.8M02026-06-30
Hightower Advisors, LLC$62.1M1,0462026-06-30
Cetera Investment Advisers$58.6M10,3702026-06-30
Stifel Financial Corp$46.6M02026-06-30
Envestnet Pmc$45M602026-06-30
Kestra Advisory Services, LLC$43.3M1,4792026-06-30
Mai Capital Management$39.7M3082026-06-30
Osaic Holdings, Inc.$39.6M02026-06-30
Advisory Alpha, LLC$39.1M662026-06-30
Rockefeller Capital Management LP$36.5M3462026-06-30
Baird Financial Group, Inc.$36.3M02026-06-30
Magnus Financial Group LLC$35M102026-06-30
Park National Corp /oh$34M02026-06-30
Northwestern Mutual Wealth Management Co$27.7M02026-06-30
Falcon Wealth Planning$27.4M242026-06-30
Truist Financial Corp$27.4M02026-06-30
Affinity Wealth Management LLC$27M72026-06-30
Prospera Financial Services, Inc.$25.3M2702026-06-30
Country Trust Bank$23.4M02026-06-30
Commonwealth Equity Services, LLC$23.3M2,8632026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$23.1M02026-06-30
Steward Partners Investment Advisory, LLC$19.7M4812026-06-30
Ashton Thomas Private Wealth, LLC$19.5M962026-06-30
Hcr Wealth Advisors$18.4M102026-06-30
Parkside Investments, LLC$18.3M52026-06-30
Citigroup Inc$17.6M02026-06-30
Arax Advisory Partners$16M2322026-06-30
Concurrent Investment Advisors, LLC$15.4M3492026-06-30
Waverly Advisors, LLC$15.1M2312026-06-30
Kestra Private Wealth Services, LLC$14.6M2062026-06-30
Avidian Wealth Enterprises, LLC$14.3M432026-06-30
&partners$14.1M5552026-06-30
Fiduciary Financial Advisors$14.1M512026-06-30
Twelve Points Wealth Management LLC$13.9M202026-06-30
Ameritas Investment Partners, Inc.$13.5M72026-06-30
Jpmorgan Chase & Co$13.3M02026-06-30
Jones Financial Companies LLLP$13.1M02026-06-30
Curran Financial Partners, LLC$12.8M162026-06-30
Integrity Wealth Advisors, Inc.$12.3M52026-03-31
Wealthspire Retirement, LLC$11.3M1462026-06-30
MML Investors Services, LLC$11.3M5,1202026-06-30
Trinity Legacy Partners, LLC$11.3M62026-06-30
Bank of Montreal /can$10.9M02026-06-30
Csenge Advisory Group$10.7M752026-06-30
Quad-Cities Investment Group, LLC$10.1M72026-06-30
Seros Financial, LLC$9.9M82026-06-30
Summit Financial, LLC$9.8M2292026-06-30
Glassy Mountain Advisors, Inc.$9.6M62026-06-30
US Bancorp$9.3M02026-06-30
Mariner, LLC$9M02026-06-30
Midwest Heritage Bank, Fsb$8.9M52026-06-30
Chicago Partners Investment Group LLC$8.9M572026-06-30
Fifth Third Bancorp$8.8M02026-06-30
Mercer Global Advisors Inc /adv$8.8M02026-06-30
Comerica Bank$8.7M02025-12-31
Larch Capital Partners LLC$8.6M102026-06-30
Fifth Third Securities, Inc.$8.6M1,0142026-06-30
Newman Dignan & Sheerar, Inc.$8.6M62026-06-30
Prasad Wealth Partners, LLC$8.4M112026-06-30
Gladstone Institutional Advisory LLC$8.4M1082026-06-30
Equitable Holdings, Inc.$8.3M02026-06-30
Kinloch Capital, LLC$8M42026-06-30
Integrated Wealth Concepts LLC$8M4802026-06-30
Oppenheimer & Co. Inc.$7.9M1,1662026-06-30
Harbour Investments, Inc.$7.9M2472026-06-30
Gradient Investments, LLC$7.8M312026-06-30
Pfs Partners, LLC$7.5M102026-06-30
Glass Jacobson Investment Advisors LLC$7.3M102026-06-30
Stephens Inc /ar$7.1M2432026-06-30
Marion Wealth Management$7M52026-06-30
Blackhawk Capital Partners, LLC$6.9M102026-06-30
Kingswood Wealth Advisors, LLC$6.5M1232026-06-30
First Trust Advisors LP$6.4M6072026-06-30
Juno Financial Group LLC$6.3M62026-06-30
Ima Advisory Services, Inc.$6.1M482026-06-30
Howard Financial Services, Ltd.$6.1M152026-06-30
Ironwood Investment Counsel, LLC$6.1M132026-06-30
Arq Wealth Advisors, LLC$6M152026-06-30
Lokken Investment Group LLC$5.9M02025-09-30
Private Advisor Group, LLC$5.9M9272026-06-30
Triumph Capital Management$5.8M142026-06-30
Traction Financial Partners, LLC$5.7M72026-06-30
Mainsail Financial Group, LLC$5.6M62026-06-30
Uniting Wealth Partners$5.6M162026-06-30
Family Legacy, Inc.$5.4M72026-06-30
Valmark Advisers, Inc.$5.3M2952026-06-30
Wealth Enhancement Advisory Services, LLC$5M1,0262026-06-30
Kingsview Wealth Management, LLC$5M1152026-06-30
Vestmark Advisory Solutions, Inc.$4.8M82026-06-30
Twin Peaks Wealth Advisors, LLC$4.5M102026-06-30
Brookstone Capital Management$4.5M3372026-06-30
Bluespring Wealth Management, LLC$4.4M502026-06-30
Sound Income Strategies, LLC$4.4M1182026-06-30
Captrust Financial Advisors$4.3M9622026-06-30
Note Advisors, LLC$4.2M62026-06-30
Western Wealth Management, LLC$4.2M1122026-06-30
Private Wealth Asset Management$4.1M222026-06-30
Gallagher Fiduciary Advisors, LLC$4.1M1262026-06-30
Stenger Family Office, LLC$4M72026-06-30
Snowden Capital Advisors LLC$4M1222026-06-30
Archer Investment Corp$3.9M782026-06-30
Skyview Financial Group LLC$3.9M22025-12-31
Elevation Point Wealth Partners, LLC$3.9M562026-06-30
D.A. Davidson & Co.$3.8M6892026-06-30
Toth Financial Advisory Corp$3.7M102026-06-30
Fearless Solutions, LLC Dba Best Invest$3.7M02026-06-30
Flagstar Securities, Inc$3.7M302026-06-30
Orba Wealth Advisors, LLC$3.6M02026-06-30
Flputnam Investment Management Co$3.6M782026-06-30
Prosperity - An Eisneramper Company$3.6M652026-06-30
United Advisor Group, LLC$3.5M582026-06-30
Private Advisory Group LLC$3.4M182026-06-30
Iht Wealth Management LLC$3.4M1592026-06-30
Econ Financial Services Corp$3.3M42026-06-30
Benjamin Edwards Inc$3.2M02026-06-30
Lake Street Private Wealth, LLC$3.2M62026-06-30
Sigma Planning Corp$3.1M4742026-06-30
Creative Planning$3M1,1712026-06-30
Beacon Pointe Advisors, LLC$3M4662026-06-30
Barings LLC$3M02026-06-30
Soltis Investment Advisors LLC$2.9M782026-06-30
Darden Wealth Group Inc$2.7M52026-06-30
Milestones Private Investment Advisors LLC$2.6M22026-06-30
Horizon Financial Services, LLC$2.6M62026-06-30
Compass Financial Management LLC$2.5M462026-06-30
Prostatis Group LLC$2.5M152026-06-30
Ifp Advisors, Inc$2.4M3182026-06-30
Icon Wealth Advisors, LLC$2.4M182026-06-30
City Holding Co$2.4M02026-06-30
Capital Investment Advisory Services, LLC$2.4M1032026-06-30
Advanced Portfolio Strategies$2.3M92026-06-30
Avantax Planning Partners, Inc.$2.3M102026-06-30
Ritter Daniher Financial Advisory LLC / de$2.2M02026-06-30
Roi Financial Advisors, LLC$2.2M22026-06-30
Onedigital Investment Advisors LLC$2.2M3862026-06-30
Ae Wealth Management LLC$2.2M4712026-06-30
Etesian Wealth Advisors, Inc.$2.1M72026-06-30
Strategic Blueprint, LLC$2.1M552026-06-30
Perennial Investment Advisors, LLC$2M492026-06-30
International Assets Investment Management, LLC$2M1222026-06-30
Wesbanco Investment Department$1.9M12026-06-30
Global Retirement Partners LLC$1.9M4912026-06-30
Walker Asset Management, LLC$1.9M32026-06-30
Providence First Trust Co$1.9M02026-06-30
Wealthbridge Capital Management, LLC$1.9M52026-06-30
Kingsbury Capital Investment Advisors LLC$1.9M62026-06-30
Kmt Wealth Management, LLC$1.9M12026-06-30
Kovack Advisors, Inc.$1.9M2582026-06-30
Patten Group, Inc.$1.8M72026-06-30
Gill Capital Partners$1.8M102026-06-30
Dakota Wealth Management$1.7M02026-06-30
Arete Wealth Advisors, LLC$1.7M1462026-06-30
Dynamic$1.7M752026-06-30
Silver Oak Securities, Incorporated$1.7M1172026-06-30
Geneos Wealth Management, Inc.$1.6M1932026-06-30
Harvest Investment Services, LLC$1.6M272026-06-30
Total Clarity Wealth Management, Inc.$1.6M222026-06-30
Northbridge Financial Group, LLC$1.6M92026-06-30
Newedge Advisors$1.6M6012026-06-30
Independent Wealth Network Inc.$1.6M342026-06-30
Gallacher Capital Management LLC$1.6M62026-06-30
Parallel Advisors, LLC$1.6M752026-06-30
Summit Financial Wealth Advisors, LLC$1.5M172026-06-30
Independent Financial Group, LLC$1.5M4812026-06-30
Synovus Financial Corp$1.5M02025-09-30
Moors & Cabot, Inc.$1.5M822026-06-30
Renaissance Technologies LLC$1.5M02026-06-30
Global Assets Advisory, LLC$1.4M302026-06-30
Fas Wealth Partners, Inc.$1.4M232026-06-30
Simplicity Wealth, LLC$1.4M02026-06-30
Private Trust Co NA$1.3M02026-06-30
Level Four Advisory Services$1.2M1412026-06-30
Argyle Capital Partners, LLC$1.2M32026-06-30
J.W. Cole Advisors, Inc.$1.2M4992026-06-30
Steinberganna Wealth Management LLC$1.2M22026-06-30
Hub Investment Partners, LLC$1.2M1182026-06-30
Arkadios Wealth Advisors$1.2M2262026-06-30
Pcg Wealth Advisors, LLC$1.1M182026-06-30
Cwm, LLC$1.1M6672026-03-31
Principal Securities, Inc.$1.1M1,4632026-06-30
Jaffetilchin Investment Partners, LLC$1.1M02026-03-31
Lion Street Advisors, LLC$1.1M02025-09-30
Pine Valley Investments Ltd Liability Co$1.1M332026-06-30
Mgo One Seven LLC$1.1M1182026-06-30
Focus Partners Advisor Solutions, LLC$1.1M422026-06-30
Beacon Financial Group$1.1M82026-06-30
Kraematon Investment Advisors, Inc.$1M12026-06-30
Mgb Wealth Management, LLC$1M02025-12-31
Truewealth Advisors, LLC$1M142026-06-30
Brown Advisory Inc$1M02026-06-30
Lanark Financial, Inc.$1M692026-06-30
Scarborough Advisors, LLC$1M152026-06-30
Bangor Savings Bank$1M02026-06-30
Paller Financial Services Inc$1M32026-06-30
Integrity Alliance, Llc.$972.6K3532026-06-30
National Philanthropic Trust$959.7K02026-06-30
Nations Financial Group Inc, /ia/ /adv$952.9K02026-06-30
Cullen/frost Bankers, Inc.$948.4K02026-06-30
Advisory Services Network$944.1K2532026-06-30
Meridian Financial Partners LLC$908.7K52026-06-30
Trustmark Bank Trust Department$901.8K02026-06-30
Tudor Financial, Inc.$892.9K72026-06-30
Tanager Wealth Management LLP$889.2K132026-06-30
Boyce & Associates Wealth Consulting, Inc.$886.8K82026-06-30
Columbia Advisory Partners LLC$875.1K182026-06-30
Seacrest Wealth Management, LLC$870.8K352026-06-30
Aventura Private Wealth, LLC$847.4K32026-06-30
Beacon Financial Advisory LLC$839.6K132026-06-30
Cary Street Partners Financial LLC$834.3K02026-06-30
Mutual Advisors, LLC$833.9K1532026-06-30
Golden State Wealth Management, LLC$833.1K472026-06-30
Spc Financial, Inc.$829.3K02025-09-30
Haddonfield Financial Planning LLC$823.8K32026-06-30
Davenport & Co LLC$810.4K3392026-06-30
Creative Financial Designs Inc /adv$782.5K02026-06-30
Wiser Advisor Group LLC$778.3K32026-06-30
Winebrenner Capital Management LLC$773.8K62026-06-30
Freedom Financial Partners LLC$762.8K42026-06-30
Choreo, LLC$754.8K1482026-06-30
Oder Investment Management, LLC$724.5K52026-06-30
Farther Finance Advisors, LLC$721.6K3342026-06-30
B. Riley Wealth Advisors, Inc.$719.8K1702026-06-30
Advisor Os, LLC$710.9K22026-06-30
Ballew Advisors Inc$708.6K92026-06-30
Mjp Associates Inc /adv$707.3K122026-06-30
Ifg Advisory, LLC$701.7K1102026-06-30
Creekside Partners$700.3K22026-06-30
Accel Wealth Management$670K102026-06-30
Stonex Group Inc.$662.9K02026-06-30
Fsb Premier Wealth Management, Inc.$658K102026-06-30
Whittier Trust Co$650.9K02026-06-30
Insigneo Advisory Services, LLC$638.9K2252026-06-30
Lvz, Inc.$626.5K162026-06-30
Brookwood Investment Group LLC$625.2K692026-06-30
Maia Wealth LLC$618.9K412026-06-30
Berger Financial Group, Inc$618.1K512026-06-30
Matrix Private Capital Group LLC$609.9K32026-06-30
Belpointe Asset Management LLC$601.6K1702026-06-30
Opulen Financial Group LLC$599.3K02026-06-30
Ti-Trust, Inc$595.7K02026-06-30
Altus Wealth Group LLC$592.3K62026-06-30
Tcfg Wealth Management, LLC$581.1K02026-03-31
Center for Wealth Management Advisory$567.8K52026-06-30

The 250 largest of 484 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30