First Trust Advisors
HPK icon

First Trust Advisors’s HighPeak Energy HPK Stock Holding History

First Trust Advisors’s Portfolio HPK Stock Details HPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-164,823
Closed -$2.6M – 2370
2024
Q1 		$2.6M Buy
164,823
+22,649
+16% +$336K ﹤0.01% 1617
2023
Q4 		$2.02M Buy
+142,174
New +$2.25M ﹤0.01% 1713
2023
Q2 		– Sell
-46,647
Closed -$1.07M – 2388
2023
Q1 		$1.07M Sell
46,647
-11,584
-20% -$295K ﹤0.01% 1942
2022
Q4 		$1.33M Sell
58,231
-6,041
-9% -$136K ﹤0.01% 1866
2022
Q3 		$1.39M Sell
64,272
-613
-0.9% -$14.4K ﹤0.01% 1863
2022
Q2 		$1.66M Buy
+64,885
New +$1.89M ﹤0.01% 1790

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
E3F
Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return