Golden State Equity Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,651
Closed -$29.3K 844
2026
Q1
$29.3K Buy
+1,651
New +$30.1K ﹤0.01% 994
2023
Q4
Sell
-12,498
Closed -$200K 370
2023
Q3
$200K Sell
12,498
-2,702
-18% -$43.5K 0.06% 318
2023
Q2
$243K Buy
+15,200
New +$242K 0.07% 313

Other funds holding FPE

Golden State Equity Partners's FPE Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2026, closing a stake of 1,651 shares — an estimated $29.3K sold.

Golden State Equity Partners first reported a position in FPE in Q2 2023 and held it in 3 quarters. The position peaked at $243K in Q2 2023. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

  • Golden State Equity Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,651 First Trust Preferred Securities and Income ETF shares in Q2 2026, an estimated $29.3K.
  • Golden State Equity Partners first reported a position in First Trust Preferred Securities and Income ETF in Q2 2023 and held it in 3 quarters.
  • Golden State Equity Partners's First Trust Preferred Securities and Income ETF position peaked at $243K in Q2 2023.
  • 463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.