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 Q2	$392K	Sell	21,920 -2,653	-11%	-$47.8K	0.01%	476
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	0.15%	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 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

Robertson Stephens Wealth Management's FPE Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its First Trust Preferred Securities and Income ETF (FPE) stake by 11% in Q2 2026, selling an estimated $47.8K and leaving 21,920 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #476.

Robertson Stephens Wealth Management first reported a position in FPE in Q1 2020 and has held it in 9 quarters since. The position peaked at $8.51M in Q3 2024. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Robertson Stephens Wealth Management held 21,920 shares of First Trust Preferred Securities and Income ETF worth $392K as of Q2 2026.
Robertson Stephens Wealth Management sold 2,653 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $47.8K.
First Trust Preferred Securities and Income ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #476 holding.
Robertson Stephens Wealth Management first reported a position in First Trust Preferred Securities and Income ETF in Q1 2020 and has held it in 9 quarters since.
Robertson Stephens Wealth Management's First Trust Preferred Securities and Income ETF position peaked at $8.51M in Q3 2024.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.