Goldman Sachs’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Goldman Sachs’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
2025 Q1	–	Sell	-23,146	Closed	-$410K	–	6178
2024 Q4	$410K	Buy	23,146 +10,852	+88%	+$195K	﹤0.01%	5347
2024 Q3	$223K	Buy	+12,294	New	+$218K	﹤0.01%	5417
2020 Q3	–	Sell	-22,921	Closed	-$422K	–	5390
2020 Q2	$422K	Buy	+22,921	New	+$414K	﹤0.01%	4455
2018 Q2	–	Sell	-170,400	Closed	-$3.32M	–	5778
2018 Q1	$3.32M	Buy	+170,400	New	+$3.37M	﹤0.01%	3219
2015 Q3	–	Sell	-11,481	Closed	-$218K	–	7348
2015 Q2	$218K	Sell	11,481 -17,416	-60%	-$334K	﹤0.01%	6064
2015 Q1	$555K	Sell	28,897 -22,707	-44%	-$433K	﹤0.01%	5027
2014 Q4	$973K	Buy	+51,604	New	+$981K	﹤0.01%	4595

Other funds holding FPE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Goldman Sachs's FPE Position: Q1 2025 in Review

Goldman Sachs sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2025, closing a stake of 23,146 shares — an estimated $410K sold.

Goldman Sachs first reported a position in FPE in Q4 2014 and held it in 7 quarters. The position peaked at $3.32M in Q1 2018. 442 funds tracked by Wall St. Rank hold FPE as of Q1 2025.

Goldman Sachs reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2025 after selling out during the quarter.
Goldman Sachs sold 23,146 First Trust Preferred Securities and Income ETF shares in Q1 2025, an estimated $410K.
Goldman Sachs first reported a position in First Trust Preferred Securities and Income ETF in Q4 2014 and held it in 7 quarters.
Goldman Sachs's First Trust Preferred Securities and Income ETF position peaked at $3.32M in Q1 2018.
442 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2025.

Based on Goldman Sachs's 13F filing for Q1 2025, filed 9 May 2025.