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Disclosery

FIRST TRUST ADVISORS LP: XLE position timeline

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

FIRST TRUST ADVISORS LP held 77,073 XLE 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 77,073 shares
    Change vs previous 13F +3,385 shares

    <0.01% of the 13F portfolio, value $4,093,338.

    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 73,688 shares
    Change vs previous 13F +10,444 shares

    <0.01% of the 13F portfolio, value $4,514,128.

    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 63,244 shares
    Change vs previous 13F +46,884 shares

    <0.01% of the 13F portfolio, value $2,827,619.

    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 16,360 shares
    Change vs previous 13F -5,721 shares

    <0.01% of the 13F portfolio, value $1,461,568.

    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 22,081 shares
    Change vs previous 13F +8,537 shares

    <0.01% of the 13F portfolio, value $1,872,666.

    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 13,544 shares
    Change vs previous 13F +310 shares

    <0.01% of the 13F portfolio, value $1,265,701.

    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 13,234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,133,643.

    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).