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

Ritholtz 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	-15,975	Closed	-$291K	–	1223
2025 Q4	$291K	Buy	+15,975	New	+$292K	0.01%	903
2024 Q3	–	Sell	-11,381	Closed	-$198K	–	882
2024 Q2	$198K	Sell	11,381 -11,074	-49%	-$191K	0.01%	769
2024 Q1	$389K	Buy	22,455 +2,319	+12%	+$39.7K	0.01%	576
2023 Q4	$339K	Sell	20,136 -6,156	-23%	-$99.3K	0.01%	573
2023 Q3	$420K	Buy	+26,292	New	+$423K	0.02%	485
2021 Q3	–	Sell	-43,471	Closed	-$896K	–	548
2021 Q2	$896K	Buy	+43,471	New	+$887K	0.06%	161

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

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

Ritholtz Wealth Management sold out of First Trust Preferred Securities and Income ETF (FPE) in Q1 2026, closing a stake of 15,975 shares — an estimated $291K sold.

Ritholtz Wealth Management first reported a position in FPE in Q2 2021 and held it in 6 quarters. The position peaked at $896K in Q2 2021. 465 funds tracked by Wall St. Rank hold FPE as of Q1 2026.

Ritholtz Wealth Management reported no remaining First Trust Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 15,975 First Trust Preferred Securities and Income ETF shares in Q1 2026, an estimated $291K.
Ritholtz Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q2 2021 and held it in 6 quarters.
Ritholtz Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $896K in Q2 2021.
465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.