13F Insight
DOSSIER · 13F Holders · Q1 2026
FPE

FIRST TRUST PREFERRED SECURITI

482 institutions still hold FIRST TRUST PREFERRED SECURITI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33739E108·482 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$3.0B
visible holders
Holders
482
filers reporting
Concentration
31.33%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

482 institutions reported FPE in Q1 2026. MORGAN STANLEY leads at 31.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$936M52.8M0.06%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$347M19.6M0.06%Q1 202603
LPL Financial LLC
CIK 0001403438
$317M17.8M0.08%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$302M17.0M0.06%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$181M10.2M0.06%Q1 202606
UBS Group AG
CIK 0001610520
$166M9.4M0.02%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$154M8.7M0.01%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$89M5.0M0.02%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$61M3.5M0.07%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$53M3.0M0.06%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$45M2.5M0.01%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$43M2.4M0.16%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$42M2.4M0.04%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$40M2.2M0.06%Q1 202615
Advisory Alpha, LLC
CIK 0001576762
$38M2.1M1.04%Q1 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$36M2.0M0.06%Q1 202617
MAI Capital Management
CIK 0001040197
$35M2.0M0.20%Q1 202618
Magnus Financial Group LLC
CIK 0001765216
$35M2.0M2.48%Q2 202619
Baird Financial Group, Inc.
CIK 0001648711
$35M2.0M0.05%Q1 202620
PARK NATIONAL CORP /OH/
CIK 0000805676
$34M1.9M0.95%Q2 2026
Page 1 of 25
462 more holders available. Log in →