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
2025 Q2	$2.45M	Sell
2025 Q1	$4.35M	Sell
2024 Q4	$7.03M	Sell
2024 Q3	$8.51M	Buy
2020 Q2	–	Sell
2020 Q1	$324K	Buy