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Disclosery

FIRST TRUST ADVISORS LP: XLY position timeline

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

FIRST TRUST ADVISORS LP held 37,548 XLY 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 37,548 shares
    Change vs previous 13F -619 shares

    <0.01% of the 13F portfolio, value $4,403,643.

    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 38,167 shares
    Change vs previous 13F -4,979 shares

    <0.01% of the 13F portfolio, value $4,159,406.

    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 43,146 shares
    Change vs previous 13F +22,119 shares

    <0.01% of the 13F portfolio, value $5,152,071.

    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 21,027 shares
    Change vs previous 13F -11,695 shares

    <0.01% of the 13F portfolio, value $5,038,878.

    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 32,722 shares
    Change vs previous 13F +13,183 shares

    0.01% of the 13F portfolio, value $7,111,515.

    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 19,539 shares
    Change vs previous 13F +3,377 shares

    <0.01% of the 13F portfolio, value $3,858,102.

    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 16,162 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,625,912.

    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).