Sand Hill Global Advisors’s First Trust Preferred Securities and Income ETF FPE Stock Holding History
Bought
Maintained
Sold
Other funds holding FPE
KAS
Sand Hill Global Advisors's FPE Position: Q2 2025 in Review
Sand Hill Global Advisors sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2025, closing a stake of 12,379 shares — an estimated $218K sold.
Sand Hill Global Advisors first reported a position in FPE in Q1 2025 and held it in 1 quarter. The position peaked at $218K in Q1 2025. 444 funds tracked by Wall St. Rank hold FPE as of Q2 2025.
- Sand Hill Global Advisors reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2025 after selling out during the quarter.
- Sand Hill Global Advisors sold 12,379 First Trust Preferred Securities and Income ETF shares in Q2 2025, an estimated $218K.
- Sand Hill Global Advisors first reported a position in First Trust Preferred Securities and Income ETF in Q1 2025 and held it in 1 quarter.
- Sand Hill Global Advisors's First Trust Preferred Securities and Income ETF position peaked at $218K in Q1 2025.
- 444 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2025.
Based on Sand Hill Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.