Robertson Stephens Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 137,676 shares of FPE stock, worth $2.54 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

137,676

Previous 247,094 44.28%

Holding current value

$2.54 Million

Previous $4.35 Million 43.63%

% of portfolio

0.08%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$16.93 - $17.81 $1.85 Million - $1.95 Million	-109,418 Reduced 44.28%	137,676 $2.45 Million
Q1 2025 Apr 17, 2025	SELL	$17.53 - $17.87 $2.64 Million - $2.69 Million	-150,342 Reduced 37.83%	247,094 $4.35 Million
Q4 2024 Jan 27, 2025	SELL	$17.65 - $18.18 $1.29 Million - $1.33 Million	-72,933 Reduced 15.51%	397,436 $7.03 Million
Q3 2024 Nov 12, 2024	BUY	$17.35 - $18.22 $8.16 Million - $8.57 Million	470,369 New	470,369 $8.51 Million
Q2 2020 Aug 12, 2020	SELL	$16.14 - $18.92 $319,216 - $374,199	-19,778 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$13.6 - $20.48 $268,980 - $405,053	19,778 New	19,778 $324,000

Others Institutions Holding FPE

# of Institutions

497

Shares Held

243M

Call Options Held

Put Options Held

10K

View Full List

About FIRST TR PFD SECS & INCOME ETF

Ticker FPE
Sector ETFs
Industry ETFs

More about FPE

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Robertson Stephens Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History