Raymond James Financial
FPE icon

Raymond James Financial’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Raymond James Financial’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 		$181M Buy
10,202,985
+675,579
+7% +$12.3M 0.06% 305
2025
Q4 		$174M Buy
9,527,406
+641,472
+7% +$11.7M 0.05% 308
2025
Q3 		$162M Buy
8,885,934
+144,985
+2% +$2.62M 0.05% 329
2025
Q2 		$156M Sell
8,740,949
-138,662
-2% -$2.42M 0.05% 316
2025
Q1 		$156M Buy
8,879,611
+312,207
+4% +$5.54M 0.06% 303
2024
Q4 		$152M Buy
+8,567,404
New +$154M 0.06% 308

Other funds holding FPE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial's FPE Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Preferred Securities and Income ETF (FPE) stake by 7.1% in Q1 2026, buying an estimated $12.3M and bringing the position to 10,202,985 shares worth $181M. The position accounts for 0.06% of the portfolio, ranked #305.

Raymond James Financial first reported a position in FPE in Q4 2024 and has held it in 6 quarters since. 464 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

  • Raymond James Financial held 10,202,985 shares of First Trust Preferred Securities and Income ETF worth $181M as of Q1 2026.
  • Raymond James Financial bought 675,579 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $12.3M.
  • First Trust Preferred Securities and Income ETF made up 0.06% of Raymond James Financial's portfolio in Q1 2026, its #305 holding.
  • Raymond James Financial first reported a position in First Trust Preferred Securities and Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 464 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.