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Disclosery

FIRST TRUST ADVISORS LP: XLV position timeline

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

FIRST TRUST ADVISORS LP held 29,506 XLV 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 29,506 shares
    Change vs previous 13F +771 shares

    <0.01% of the 13F portfolio, value $4,681,411.

    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 28,735 shares
    Change vs previous 13F +16,037 shares

    <0.01% of the 13F portfolio, value $4,212,888.

    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 12,698 shares
    Change vs previous 13F -18,091 shares

    <0.01% of the 13F portfolio, value $1,965,590.

    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 30,789 shares
    Change vs previous 13F -18,946 shares

    <0.01% of the 13F portfolio, value $4,284,934.

    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 49,735 shares
    Change vs previous 13F +17,920 shares

    0.01% of the 13F portfolio, value $6,703,839.

    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 31,815 shares
    Change vs previous 13F +3,487 shares

    <0.01% of the 13F portfolio, value $4,645,306.

    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 28,328 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,897,092.

    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).