Who Owns First Trust Preferred Securities and Income ETF ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust Preferred Securities and Income ETF ETF.
Who crossed 5% of FPE →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| PARK NATIONAL CORP /OH/Com1.9M shadded | $33.2M |
| Avidian Wealth Enterprises, LLCPFD SECS INC ETF745.5K shtrimmed | $12.7M |
| Gradient Investments LLCPFD SECS INC ETF449.8K shadded | $7.7M |
| Sound Income Strategies, LLCPFD SECS INC ETF244.1K shtrimmed | $4.2M |
| TOTH FINANCIAL ADVISORY CORPPFD SECS INC ETF202.6K shtrimmed | $3.5M |
| TrueWealth Advisors, LLCPFD SECS INC ETF61.9K shadded | $1.1M |
| Bangor Savings BankPFD SECS INC ETF56K shheld | $954.3K |
| Farther Finance Advisors, LLCETF39.1K shtrimmed | $667.4K |
| Ballew Advisors, IncPFD SECS INC ETF38.9K shtrimmed | $664.9K |
| PUFF WEALTH MANAGEMENT, LLCPFD SECS INC ETF37.7K shtrimmed | $643.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLCPFD SECS INC ETF36K shtrimmed | $614.5K |
| Shulman DeMeo Asset Management LLCPFD SECS INC ETF25.4K shtrimmed | $433K |
| Cooper Financial GroupPFD SECS INC ETF23.9K shtrimmed | $408.3K |
| YHB Investment Advisors, Inc.PFD SECS INC ETF22.9K sh— | $391.3K |
| STABLEFORD CAPITAL II LLCPFD SECS INC ETF18.8K shtrimmed | $319.8K |
| Venture Visionary Partners LLCPFD SECS INC ETF15.7K shadded | $267.3K |
| City Center Advisors, LLCPFD SECS INC ETF12.5K shadded | $213.4K |
| ELEVATION WEALTH PARTNERS, LLCPFD SECS INC ETF7.6K shadded | $130K |
| Rosenberg Matthew HamiltonETF3.1K shheld | $53.6K |
| Investors Research CorpPFD SECS INC ETF2.7K shadded | $46.4K |
| CoreCap Advisors, LLCETF2.7K shheld | $46.1K |
| ARMSTRONG ADVISORY GROUP, INCPFD SECS INC ETF969 shheld | $16.5K |
| GK Wealth Management LLCPFD SECS INC ETF161 sh— | $2.7K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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