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Root Financial Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Root Financial Partners’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
Q4 		– Sell
-900
Closed -$16.4K – 2469
2025
Q3 		$16.4K Buy
+900
New +$16.3K ﹤0.01% 1216

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UBS Group
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Raymond James Financial
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Bank of America
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Ameriprise
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HighTower Advisors
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Cetera Investment Advisers
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Root Financial Partners's FPE Position: Q4 2025 in Review

Root Financial Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q4 2025, closing a stake of 900 shares — an estimated $16.4K sold.

Root Financial Partners first reported a position in FPE in Q3 2025 and held it in 1 quarter. The position peaked at $16.4K in Q3 2025. 465 funds tracked by Wall St. Rank hold FPE as of Q4 2025.

  • Root Financial Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 900 First Trust Preferred Securities and Income ETF shares in Q4 2025, an estimated $16.4K.
  • Root Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's First Trust Preferred Securities and Income ETF position peaked at $16.4K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.