Congress Holdings

Most held

FPE

First Trust Preferred Securities and Income ETF ETF

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Harriet M. Hageman WY Spouse RBC Wealth Management ⇒ IRA ⇒ First Trust Preferred Securities and Income ETF ETF (FPE) EF $15,001 - $50,000 August 13, 2026
filing 10076067, p. 5
Harriet M. Hageman WY Member RBC Wealth Management ⇒ RBC 2 ⇒ First Trust Preferred Securities and Income ETF ETF (FPE) EF $1,001 - $15,000 August 13, 2026
filing 10076067, p. 13

How the count is made: see Most held.