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
2026 Q3	$124K	Buy	+7,259	New	+$128K	﹤0.01%	635
2025 Q4	–	Sell	-900	Closed	-$16.4K	–	2469
2025 Q3	$16.4K	Buy	+900	New	+$16.3K	﹤0.01%	1216

Other funds holding FPE

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return

Root Financial Partners's FPE Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Preferred Securities and Income ETF (FPE) in Q3 2026: 7,259 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FPE as recently as Q3 2025.

Root Financial Partners first reported a position in FPE in Q3 2025 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold FPE as of Q3 2026.

Root Financial Partners held 7,259 shares of First Trust Preferred Securities and Income ETF worth $124K as of Q3 2026.
First Trust Preferred Securities and Income ETF was a new Root Financial Partners position in Q3 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #635 holding.
Root Financial Partners first reported a position in First Trust Preferred Securities and Income ETF in Q3 2025 and has held it in 2 quarters since.
419 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.