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Disclosery

FIRST TRUST ADVISORS LP: XLF position timeline

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

FIRST TRUST ADVISORS LP held 122,525 XLF 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 122,525 shares
    Change vs previous 13F -1,079 shares

    <0.01% of the 13F portfolio, value $6,568,540.

    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 123,604 shares
    Change vs previous 13F -21,011 shares

    <0.01% of the 13F portfolio, value $6,102,342.

    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 144,615 shares
    Change vs previous 13F +25,752 shares

    0.01% of the 13F portfolio, value $7,920,542.

    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 118,863 shares
    Change vs previous 13F -81,043 shares

    <0.01% of the 13F portfolio, value $6,403,170.

    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 199,906 shares
    Change vs previous 13F +79,344 shares

    0.01% of the 13F portfolio, value $10,469,071.

    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 120,562 shares
    Change vs previous 13F +6,955 shares

    0.01% of the 13F portfolio, value $6,005,172.

    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 113,607 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,490,615.

    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).