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Disclosery

FIRST TRUST ADVISORS LP: XLC position timeline

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

FIRST TRUST ADVISORS LP held 46,369 XLC 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 46,369 shares
    Change vs previous 13F +946 shares

    <0.01% of the 13F portfolio, value $4,967,524.

    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 45,423 shares
    Change vs previous 13F -191 shares

    <0.01% of the 13F portfolio, value $5,035,610.

    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 45,614 shares
    Change vs previous 13F +1,883 shares

    <0.01% of the 13F portfolio, value $5,369,640.

    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 43,731 shares
    Change vs previous 13F -31,826 shares

    <0.01% of the 13F portfolio, value $5,176,425.

    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 75,557 shares
    Change vs previous 13F +29,364 shares

    0.01% of the 13F portfolio, value $8,200,251.

    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 46,193 shares
    Change vs previous 13F +5,472 shares

    <0.01% of the 13F portfolio, value $4,455,346.

    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 40,721 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,942,197.

    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).