Keebeck Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Keebeck 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	$243K	Hold	13,700	–	–	0.03%	368
2025 Q4	$250K	Buy	+13,700	New	+$251K	0.03%	325
2023 Q3	–	Sell	-342,200	Closed	-$5.46M	–	260
2023 Q2	$5.46M	Hold	342,200	–	–	0.75%	31
2023 Q1	$5.46M	Hold	342,200	–	–	0.88%	25
2022 Q4	$5.75M	Hold	342,200	–	–	1.01%	22
2022 Q3	$5.71M	Hold	342,200	–	–	1.1%	20
2022 Q2	$5.9M	Hold	342,200	–	–	1.13%	19
2022 Q1	$6.51M	Hold	342,200	–	–	1.08%	21
2021 Q4	$6.95M	Hold	342,200	–	–	1.24%	17
2021 Q3	$7.03M	Hold	342,200	–	–	1.39%	15
2021 Q2	$7.05M	Buy	+342,200	New	+$6.98M	1.02%	26

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Keebeck Wealth Management's FPE Position: Q1 2026 in Review

Keebeck Wealth Management held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q1 2026 at 13,700 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #368.

Keebeck Wealth Management first reported a position in FPE in Q2 2021 and has held it in 11 quarters since. The position peaked at $7.05M in Q2 2021. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Keebeck Wealth Management held 13,700 shares of First Trust Preferred Securities and Income ETF worth $243K as of Q1 2026.
Keebeck Wealth Management left its First Trust Preferred Securities and Income ETF share count unchanged in Q1 2026.
First Trust Preferred Securities and Income ETF made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #368 holding.
Keebeck Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and has held it in 11 quarters since.
Keebeck Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $7.05M in Q2 2021.
464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.