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

Robertson Stephens 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 		$436K Sell
24,573
-30,602
-55% -$557K 0.01% 445
2025
Q4 		$1.01M Sell
55,175
-9,997
-15% -$183K 0.03% 305
2025
Q3 		$1.19M Sell
65,172
-72,504
-53% -$1.31M 0.04% 232
2025
Q2 		$2.45M Sell
137,676
-109,418
-44% -$1.91M 0.08% 166
2025
Q1 		$4.35M Sell
247,094
-150,342
-38% -$2.67M 0.16% 114
2024
Q4 		$7.03M Sell
397,436
-72,933
-16% -$1.31M 0.25% 79
2024
Q3 		$8.51M Buy
+470,369
New +$8.34M 0.31% 70
2020
Q2 		– Sell
-19,778
Closed -$324K – 201
2020
Q1 		$324K Buy
+19,778
New +$379K 0.11% 132

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 $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $431B 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