Bartlett & Co Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-172	Closed	-$3.13K	–	1318
2025 Q4	$3.13K	Buy	+172	New	+$3.15K	﹤0.01%	1081
2023 Q2	–	Sell	-250	Closed	-$3.99K	–	1163
2023 Q1	$3.99K	Buy	+250	New	+$4.32K	﹤0.01%	926

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bartlett & Co Wealth Management's FPE Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 172 shares — an estimated $3.13K sold.

Bartlett & Co Wealth Management first reported a position in FPE in Q1 2023 and held it in 2 quarters. The position peaked at $3.99K in Q1 2023. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 172 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $3.13K.
Bartlett & Co Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2023 and held it in 2 quarters.
Bartlett & Co Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $3.99K in Q1 2023.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.