Skip to content
Disclosery

FIRST TRUST ADVISORS LP: XLI position timeline

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

FIRST TRUST ADVISORS LP held 22,602 XLI 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 22,602 shares
    Change vs previous 13F +255 shares

    <0.01% of the 13F portfolio, value $4,186,594.

    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 22,347 shares
    Change vs previous 13F +589 shares

    <0.01% of the 13F portfolio, value $3,614,156.

    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 21,758 shares
    Change vs previous 13F +428 shares

    <0.01% of the 13F portfolio, value $3,375,161.

    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 21,330 shares
    Change vs previous 13F -15,923 shares

    <0.01% of the 13F portfolio, value $3,289,744.

    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 37,253 shares
    Change vs previous 13F +14,452 shares

    <0.01% of the 13F portfolio, value $5,495,496.

    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 22,801 shares
    Change vs previous 13F +2,565 shares

    <0.01% of the 13F portfolio, value $2,988,589.

    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 20,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,666,277.

    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).