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 September 30, 2026, 25 institutions reported holding FPE, with 4.0 million shares worth $68.2 million in aggregate. The largest reported holder was Park National Corp /OH, with 1.9 million shares worth $33.2 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Park National Corp /OH | 1,947,034 | $33M | Added 2.28% |
| Avidian Wealth Enterprises | 745,527 | $13M | Reduced 6.78% |
| Gradient Investments | 449,843 | $8M | Added 2.95% |
| Sound Income Strategies | 244,102 | $4M | Reduced 1.32% |
| Toth Financial Advisory | 202,578 | $3M | Reduced 3.33% |
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 September 30, 2026, the largest reported holders of FPE were Park National Corp /OH, Avidian Wealth Enterprises and Gradient Investments.
How many institutions own FPE?
25 institutions reported a position in FPE for the quarter ended September 30, 2026, worth $68.2 million in total.
Did institutions buy or sell FPE last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions 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.