RSWM
Robertson Stephens Wealth Management’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.45M | Sell |
137,676
-109,418
| -44% | -$1.95M | 0.08% | 164 |
|
|
2025
Q1 | $4.35M | Sell |
247,094
-150,342
| -38% | -$2.64M | 0.15% | 112 |
|
|
2024
Q4 | $7.03M | Sell |
397,436
-72,933
| -16% | -$1.29M | 0.25% | 78 |
|
|
2024
Q3 | $8.51M | Buy |
+470,369
| New | +$8.51M | 0.31% | 69 |
|
|
2020
Q2 | – | Sell |
-19,778
| Closed | -$324K | – | 200 |
|
|
2020
Q1 | $324K | Buy |
+19,778
| New | +$324K | 0.11% | 132 |
|