Skip to content
Disclosery

FIRST TRUST ADVISORS LP: XLP position timeline

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

FIRST TRUST ADVISORS LP held 24,115 XLP 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 24,115 shares
    Change vs previous 13F -436 shares

    <0.01% of the 13F portfolio, value $2,003,259.

    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 24,551 shares
    Change vs previous 13F -1,007 shares

    <0.01% of the 13F portfolio, value $2,012,726.

    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 25,558 shares
    Change vs previous 13F +498 shares

    <0.01% of the 13F portfolio, value $1,985,368.

    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 25,060 shares
    Change vs previous 13F -18,749 shares

    <0.01% of the 13F portfolio, value $1,963,988.

    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 43,809 shares
    Change vs previous 13F +17,303 shares

    <0.01% of the 13F portfolio, value $3,547,254.

    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 26,506 shares
    Change vs previous 13F +2,763 shares

    <0.01% of the 13F portfolio, value $2,164,749.

    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 23,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,866,417.

    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).