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Disclosery

FIRST TRUST ADVISORS LP: XLU position timeline

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

FIRST TRUST ADVISORS LP held 24,909 XLU 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 24,909 shares
    Change vs previous 13F +474 shares

    <0.01% of the 13F portfolio, value $1,129,392.

    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 24,435 shares
    Change vs previous 13F -1,761 shares

    <0.01% of the 13F portfolio, value $1,121,343.

    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 26,196 shares
    Change vs previous 13F +13,617 shares

    <0.01% of the 13F portfolio, value $1,118,295.

    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 12,579 shares
    Change vs previous 13F -14,554 shares

    <0.01% of the 13F portfolio, value $1,097,039.

    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 27,133 shares
    Change vs previous 13F +10,637 shares

    <0.01% of the 13F portfolio, value $2,215,658.

    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 16,496 shares
    Change vs previous 13F +5,943 shares

    <0.01% of the 13F portfolio, value $1,300,733.

    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 10,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $798,727.

    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).