First Trust Advisors
BJ icon

First Trust Advisors’s BJs Wholesale Club BJ Stock Holding History

First Trust Advisors’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.15M Buy
52,353
+11,912
+29% +$1.15M ﹤0.01% 1421
2025
Q4 		$3.64M Buy
40,441
+8,875
+28% +$815K ﹤0.01% 1594
2025
Q3 		$2.94M Buy
31,566
+10,793
+52% +$1.1M ﹤0.01% 1648
2025
Q2 		$2.24M Sell
20,773
-37,621
-64% -$4.29M ﹤0.01% 1762
2025
Q1 		$6.66M Sell
58,394
-65,474
-53% -$6.74M 0.01% 1184
2024
Q4 		$11.1M Sell
123,868
-16,841
-12% -$1.52M 0.01% 1022
2024
Q3 		$11.6M Buy
140,709
+64,416
+84% +$5.45M 0.01% 999
2024
Q2 		$6.7M Sell
76,293
-77,900
-51% -$6.31M 0.01% 1146
2024
Q1 		$11.7M Buy
154,193
+40,703
+36% +$2.84M 0.01% 975
2023
Q4 		$7.57M Buy
113,490
+10,432
+10% +$706K 0.01% 1094
2023
Q3 		$7.36M Sell
103,058
-95,834
-48% -$6.45M 0.01% 1075
2023
Q2 		$12.5M Sell
198,892
-46,224
-19% -$3.2M 0.01% 937
2023
Q1 		$18.6M Buy
245,116
+50,432
+26% +$3.66M 0.02% 770
2022
Q4 		$12.9M Sell
194,684
-20,513
-10% -$1.49M 0.02% 887
2022
Q3 		$15.7M Buy
215,197
+117,214
+120% +$8.4M 0.02% 788
2022
Q2 		$6.11M Buy
97,983
+9,033
+10% +$568K 0.01% 1136
2022
Q1 		$6.01M Sell
88,950
-288,193
-76% -$18.1M 0.01% 1229
2021
Q4 		$25.3M Sell
377,143
-130,529
-26% -$8.15M 0.02% 749
2021
Q3 		$27.9M Buy
507,672
+185,145
+57% +$9.88M 0.03% 651
2021
Q2 		$15.3M Buy
322,527
+74,527
+30% +$3.41M 0.02% 873
2021
Q1 		$11.1M Sell
248,000
-35,997
-13% -$1.51M 0.01% 908
2020
Q4 		$10.6M Sell
283,997
-17,331
-6% -$692K 0.01% 808
2020
Q3 		$12.5M Sell
301,328
-18,243
-6% -$754K 0.02% 662
2020
Q2 		$11.9M Buy
319,571
+127,760
+67% +$3.92M 0.02% 681
2020
Q1 		$4.88M Buy
191,811
+163,377
+575% +$3.67M 0.01% 870
2019
Q4 		$647K Sell
28,434
-177,521
-86% -$4.39M ﹤0.01% 2039
2019
Q3 		$5.33M Buy
205,955
+75,855
+58% +$1.89M 0.01% 1031
2019
Q2 		$3.44M Buy
130,100
+14,882
+13% +$396K 0.01% 1270
2019
Q1 		$3.16M Buy
115,218
+955
+0.8% +$24.4K 0.01% 1301
2018
Q4 		$2.53M Sell
114,263
-11,796
-9% -$271K 0.01% 1340
2018
Q3 		$3.38M Buy
+126,059
New +$3.37M 0.01% 1361

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's BJ Position: Q1 2026 in Review

First Trust Advisors increased its BJs Wholesale Club (BJ) stake by 29% in Q1 2026, buying an estimated $1.15M and bringing the position to 52,353 shares worth $5.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

First Trust Advisors first reported a position in BJ in Q3 2018 and has held it in 31 quarters since. The position peaked at $27.9M in Q3 2021. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • First Trust Advisors held 52,353 shares of BJs Wholesale Club worth $5.15M as of Q1 2026.
  • First Trust Advisors bought 11,912 BJs Wholesale Club shares in Q1 2026, an estimated $1.15M.
  • BJs Wholesale Club made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1421 holding.
  • First Trust Advisors first reported a position in BJs Wholesale Club in Q3 2018 and has held it in 31 quarters since.
  • First Trust Advisors's BJs Wholesale Club position peaked at $27.9M in Q3 2021.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.