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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$53.3K Buy
2,981
+178
+6% +$3.21K 0.01% 673
2026
Q1
$49.9K Sell
2,803
-3
-0.1% -$55 0.01% 727
2025
Q4
$51.1K Buy
2,806
+459
+20% +$8.4K 0.02% 533
2025
Q3
$43K Buy
2,347
+1,935
+470% +$34.9K 0.01% 558
2025
Q2
$7.33K Hold
412
﹤0.01% 842
2025
Q1
$7.15K Buy
+412
New +$7.31K ﹤0.01% 767

Other funds holding FPE

Rossby Financial's FPE Position: Q2 2026 in Review

Rossby Financial increased its First Trust Preferred Securities and Income ETF (FPE) stake by 6.4% in Q2 2026, buying an estimated $3.21K and bringing the position to 2,981 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #673.

Rossby Financial first reported a position in FPE in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Rossby Financial held 2,981 shares of First Trust Preferred Securities and Income ETF worth $53.3K as of Q2 2026.
  • Rossby Financial bought 178 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $3.21K.
  • First Trust Preferred Securities and Income ETF made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #673 holding.
  • Rossby Financial first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.