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Disclosery

FIRST TRUST ADVISORS LP: XLB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on XLB, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 14,581 XLB shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,581 shares
    Change vs previous 13F -469 shares

    <0.01% of the 13F portfolio, value $741,143.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,050 shares
    Change vs previous 13F -1,381 shares

    <0.01% of the 13F portfolio, value $752,063.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,431 shares
    Change vs previous 13F +8,870 shares

    <0.01% of the 13F portfolio, value $745,165.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,561 shares
    Change vs previous 13F -6,060 shares

    <0.01% of the 13F portfolio, value $677,576.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,621 shares
    Change vs previous 13F +5,418 shares

    <0.01% of the 13F portfolio, value $1,196,043.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,203 shares
    Change vs previous 13F +630 shares

    <0.01% of the 13F portfolio, value $705,311.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,573 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $637,178.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).