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

Golden State Equity Partners’s Portfolio FPEI Stock Details FPEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,100
Closed -$20.9K – 845
2026
Q1 		$20.9K Buy
+1,100
New +$21.3K ﹤0.01% 1084

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NA
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MF
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Golden State Equity Partners's FPEI Position: Q2 2026 in Review

Golden State Equity Partners sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q2 2026, closing a stake of 1,100 shares — an estimated $20.9K sold.

Golden State Equity Partners first reported a position in FPEI in Q1 2026 and held it in 1 quarter. The position peaked at $20.9K in Q1 2026. 214 funds tracked by Wall St. Rank hold FPEI as of Q2 2026.

  • Golden State Equity Partners reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 1,100 First Trust Institutional Preferred Securities and Income ETF shares in Q2 2026, an estimated $20.9K.
  • Golden State Equity Partners first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's First Trust Institutional Preferred Securities and Income ETF position peaked at $20.9K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held First Trust Institutional 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.