First Trust Preferred Securities and Income ETF (FPE)

ETF ยท NYSE Arca

First Trust Preferred Securities and Income ETF (FPE) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 11, 2013.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
February 11, 2013

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 461 institutions reported holding FPE, with 236.3 million shares worth $4.2 billion in aggregate. The largest reported holder was Morgan Stanley, with 53.6 million shares worth $957.6 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Morgan Stanley53,554,746$958MAdded 1.51%
Royal Bank of Canada19,584,015$350MAdded 0.15%
Lpl Financial18,509,769$331MAdded 3.77%
Wells Fargo & Company/MN18,324,364$328MAdded 7.66%
Raymond James Financial10,005,158$179MReduced 1.94%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is FPE?

First Trust Preferred Securities and Income ETF (FPE) is an exchange-traded fund listed on NYSE Arca, where it has traded since February 11, 2013.

Who are the largest institutional holders of FPE?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FPE were Morgan Stanley, Royal Bank of Canada and Lpl Financial.

How many institutions own FPE?

461 institutions reported a position in FPE for the quarter ended June 30, 2026, worth $4.2 billion in total.

Did institutions buy or sell FPE last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for FPE.

Every reported institutional holder, plus insider and congressional trades in FPE, on SentiSense.