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First Trust Investment Solutions’s Energy Transfer Partners ET Stock Holding History

First Trust Investment Solutions’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-182,000
Closed -$505K – 277
2024
Q1 		$505K Buy
182,000
+25,000
+16% +$364K 0.09% 147
2023
Q4 		$233K Buy
+157,000
New +$2.13M 0.05% 210

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ALPS Advisors
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return

First Trust Investment Solutions's ET Position: Q2 2024 in Review

First Trust Investment Solutions sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 60,278 shares — an estimated $948K sold.

First Trust Investment Solutions first reported a position in ET in Q4 2023 and held it in 2 quarters. The position peaked at $948K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold ET as of Q2 2024.

  • First Trust Investment Solutions reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 60,278 Energy Transfer Partners shares in Q2 2024, an estimated $948K.
  • First Trust Investment Solutions first reported a position in Energy Transfer Partners in Q4 2023 and held it in 2 quarters.
  • First Trust Investment Solutions's Energy Transfer Partners position peaked at $948K in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on First Trust Investment Solutions's 13F filing for Q2 2024, filed 14 Aug 2024.