First Trust Advisors

First Trust Advisors’s Baytex Energy BTE Stock Holding History

First Trust Advisors’s Portfolio BTE Stock Details BTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.5M	Buy	4,353,530 +1,343,285	+45%	+$4.96M	0.01%	886
2025 Q4	$9.72M	Sell	3,010,245 -250,147	-8%	-$697K	0.01%	1115
2025 Q3	$7.63M	Sell	3,260,392 -581,814	-15%	-$1.25M	0.01%	1189
2025 Q2	$6.88M	Buy	3,842,206 +1,636,233	+74%	+$2.86M	0.01%	1209
2025 Q1	$4.92M	Sell	2,205,973 -119,048	-5%	-$283K	﹤0.01%	1317
2024 Q4	$6M	Buy	2,325,021 +639,230	+38%	+$1.82M	0.01%	1260
2024 Q3	$5.01M	Buy	1,685,791 +95,364	+6%	+$324K	﹤0.01%	1346
2024 Q2	$5.53M	Sell	1,590,427 -878,357	-36%	-$3.14M	0.01%	1226
2024 Q1	$8.95M	Buy	2,468,784 +144,170	+6%	+$467K	0.01%	1053
2023 Q4	$7.71M	Buy	2,324,614 +755,594	+48%	+$2.93M	0.01%	1087
2023 Q3	$6.92M	Buy	1,569,020 +244,625	+18%	+$960K	0.01%	1098
2023 Q2	$4.32M	Buy	+1,324,395	New	+$4.64M	﹤0.01%	1300
2020 Q4	–	Sell	-930,879	Closed	-$328K	–	2326
2020 Q3	$328K	Buy	+930,879	New	+$451K	﹤0.01%	2142

Other funds holding BTE

Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return