13F Insight
DOSSIER · 13F Holders · Q2 2026
FPE

FIRST TRUST PREFERRED SECURITI

492 institutions still hold FIRST TRUST PREFERRED SECURITI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739E108·492 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3.1B
visible holders
Holders
492
filers reporting
Concentration
31.09%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

492 institutions reported FPE in Q2 2026. MORGAN STANLEY leads at 31.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$958M53.6M0.05%Q2 202602
ROYAL BANK OF CANADA
CIK 0001000275
$350M19.6M0.05%Q2 202603
LPL Financial LLC
CIK 0001403438
$331M18.5M0.07%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$328M18.3M0.05%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$179M10.0M0.05%Q2 202606
UBS Group AG
CIK 0001610520
$163M9.1M0.02%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$162M9.1M0.01%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$94M5.2M0.02%Q2 202609
HighTower Advisors, LLC
CIK 0001462245
$62M3.5M0.06%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$59M3.3M0.05%Q2 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$47M2.6M0.04%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M2.5M0.01%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$43M2.4M0.14%Q2 202614
MAI Capital Management
CIK 0001040197
$40M2.2M0.15%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$40M2.2M0.05%Q2 202616
Advisory Alpha, LLC
CIK 0001576762
$39M2.2M0.96%Q2 202617
Rockefeller Capital Management L.P.
CIK 0001739439
$36M2.0M0.06%Q2 202618
Baird Financial Group, Inc.
CIK 0001648711
$36M2.0M0.05%Q2 202619
Magnus Financial Group LLC
CIK 0001765216
$35M2.0M2.48%Q2 202620
PARK NATIONAL CORP /OH/
CIK 0000805676
$34M1.9M0.95%Q2 2026
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