First Trust Capital Management’s H&E Equipment Services HEES Stock Holding History

First Trust Capital Management’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-280,674	Closed	-$26.6M	–	125
2025 Q1	$26.6M	Buy	+280,674	New	+$24.4M	1.92%	16

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

First Trust Capital Management's HEES Position: Q2 2025 in Review

First Trust Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 280,674 shares — an estimated $26.6M sold.

First Trust Capital Management first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $26.6M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

First Trust Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
First Trust Capital Management sold 280,674 H&E Equipment Services shares in Q2 2025, an estimated $26.6M.
First Trust Capital Management first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
First Trust Capital Management's H&E Equipment Services position peaked at $26.6M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on First Trust Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.