Migdal Insurance & Financial Holdings’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio FPE Stock Details FPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.72K	Hold	264	–	–	﹤0.01%	361
2026 Q1	$4.69K	Sell	264 -1,003	-79%	-$18.3K	﹤0.01%	349
2025 Q4	$23K	Sell	1,267 -106	-8%	-$1.94K	﹤0.01%	310
2025 Q3	$25K	Hold	1,373	–	–	﹤0.01%	301
2025 Q2	$24K	Hold	1,373	–	–	﹤0.01%	306
2025 Q1	$24K	Sell	1,373 -150,339	-99%	-$2.67M	﹤0.01%	339
2024 Q4	$2.69M	Buy	151,712 +4,729	+3%	+$84.9K	0.04%	104
2024 Q3	$2.66M	Buy	146,983 +7,889	+6%	+$140K	0.04%	100
2024 Q2	$2.41M	Buy	139,094 +8,562	+7%	+$148K	0.04%	116
2024 Q1	$2.26M	Buy	+130,532	New	+$2.23M	0.04%	113
2023 Q4	–	Sell	-800	Closed	-$13K	–	493
2023 Q3	$13K	Buy	+800	New	+$12.9K	﹤0.01%	396
2023 Q2	–	Sell	-800	Closed	-$13K	–	509
2023 Q1	$13K	Hold	800	–	–	﹤0.01%	444
2022 Q4	$13K	Hold	800	–	–	﹤0.01%	444
2022 Q3	$13K	Hold	800	–	–	﹤0.01%	423
2022 Q2	$14K	Sell	800 -660	-45%	-$11.9K	﹤0.01%	497
2022 Q1	$28K	Buy	+1,460	New	+$28.4K	﹤0.01%	493
2021 Q4	–	Sell	-4,460	Closed	-$92K	–	707
2021 Q3	$92K	Hold	4,460	–	–	﹤0.01%	361
2021 Q2	$91K	Hold	4,460	–	–	﹤0.01%	411
2021 Q1	$90K	Hold	4,460	–	–	﹤0.01%	474
2020 Q4	$89K	Buy	+4,460	New	+$88.1K	﹤0.01%	418
2020 Q3	–	Sell	-4,910	Closed	-$90K	–	709
2020 Q2	$90K	Hold	4,910	–	–	﹤0.01%	433
2020 Q1	$81K	Sell	4,910 -9,700	-66%	-$186K	﹤0.01%	415
2019 Q4	$293K	Sell	14,610 -226,033	-94%	-$4.5M	0.01%	355
2019 Q3	$4.75M	Buy	240,643 +1,663	+0.7%	+$32.6K	0.1%	105
2019 Q2	$4.63M	Buy	238,980 +19,353	+9%	+$372K	0.12%	98
2019 Q1	$4.18M	Buy	+219,627	New	+$4.11M	0.1%	108
2018 Q4	–	Sell	-3,135	Closed	-$60K	–	739
2018 Q3	$60K	Sell	3,135 -208,457	-99%	-$4M	﹤0.01%	665
2018 Q2	$4.03M	Sell	211,592 -1,773	-0.8%	-$34.3K	0.1%	161
2018 Q1	$4.15M	Buy	213,365 +11,577	+6%	+$229K	0.1%	148
2017 Q4	$4.04M	Buy	+201,788	New	+$4.05M	0.1%	142

Other funds holding FPE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Migdal Insurance & Financial Holdings's FPE Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its First Trust Preferred Securities and Income ETF (FPE) position steady in Q2 2026 at 264 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Migdal Insurance & Financial Holdings first reported a position in FPE in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.75M in Q3 2019. 463 funds tracked by Wall St. Rank hold FPE as of Q2 2026.

Migdal Insurance & Financial Holdings held 264 shares of First Trust Preferred Securities and Income ETF worth $4.72K as of Q2 2026.
Migdal Insurance & Financial Holdings left its First Trust Preferred Securities and Income ETF share count unchanged in Q2 2026.
First Trust Preferred Securities and Income ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #361 holding.
Migdal Insurance & Financial Holdings first reported a position in First Trust Preferred Securities and Income ETF in Q4 2017 and has held it in 30 quarters since.
Migdal Insurance & Financial Holdings's First Trust Preferred Securities and Income ETF position peaked at $4.75M in Q3 2019.
463 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.