First Trust Advisors
CAPL icon

First Trust Advisors’s CrossAmerica Partners CAPL Stock Holding History

First Trust Advisors’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.72M Buy
210,463
+20,457
+11% +$445K ﹤0.01% 1626
2026
Q1 		$3.95M Buy
190,006
+10,640
+6% +$231K ﹤0.01% 1591
2025
Q4 		$3.69M Sell
179,366
-19,675
-10% -$404K ﹤0.01% 1585
2025
Q3 		$4.19M Buy
199,041
+37,093
+23% +$776K ﹤0.01% 1468
2025
Q2 		$3.39M Sell
161,948
-34,895
-18% -$785K ﹤0.01% 1565
2025
Q1 		$4.84M Sell
196,843
-46,581
-19% -$1.07M ﹤0.01% 1326
2024
Q4 		$5.36M Sell
243,424
-9,394
-4% -$198K ﹤0.01% 1323
2024
Q3 		$5.24M Buy
252,818
+48,050
+23% +$962K 0.01% 1315
2024
Q2 		$4.06M Buy
204,768
+29,100
+17% +$618K ﹤0.01% 1367
2024
Q1 		$4M Buy
175,668
+21,641
+14% +$488K ﹤0.01% 1409
2023
Q4 		$3.51M Sell
154,027
-46,158
-23% -$1.02M ﹤0.01% 1475
2023
Q3 		$4.34M Buy
200,185
+7,169
+4% +$142K 0.01% 1287
2023
Q2 		$3.8M Buy
193,016
+3,693
+2% +$74.1K ﹤0.01% 1366
2023
Q1 		$4.07M Sell
189,323
-65,620
-26% -$1.39M ﹤0.01% 1338
2022
Q4 		$5.06M Buy
254,943
+46,537
+22% +$920K 0.01% 1189
2022
Q3 		$3.9M Sell
208,406
-32,481
-13% -$670K 0.01% 1330
2022
Q2 		$4.88M Buy
240,887
+30,071
+14% +$635K 0.01% 1238
2022
Q1 		$4.6M Buy
210,816
+17,620
+9% +$368K ﹤0.01% 1373
2021
Q4 		$3.68M Sell
193,196
-41,110
-18% -$832K ﹤0.01% 1526
2021
Q3 		$4.66M Buy
234,306
+17,980
+8% +$344K 0.01% 1360
2021
Q2 		$4.12M Buy
216,326
+45,084
+26% +$886K ﹤0.01% 1470
2021
Q1 		$3.18M Sell
171,242
-27,617
-14% -$504K ﹤0.01% 1522
2020
Q4 		$3.41M Buy
+198,859
New +$3.19M ﹤0.01% 1292
2015
Q3 		– Sell
-9,758
Closed -$276K – 2262
2015
Q2 		$276K Buy
9,758
+2,120
+28% +$67.6K ﹤0.01% 2101
2015
Q1 		$249K Buy
7,638
+656
+9% +$23.7K ﹤0.01% 2111
2014
Q4 		$281K Sell
6,982
-270
-4% -$9.32K ﹤0.01% 2093
2014
Q3 		$246K Buy
+7,252
New +$230K ﹤0.01% 2088

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

First Trust Advisors's CAPL Position: Q2 2026 in Review

First Trust Advisors increased its CrossAmerica Partners (CAPL) stake by 11% in Q2 2026, buying an estimated $445K and bringing the position to 210,463 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

First Trust Advisors first reported a position in CAPL in Q3 2014 and has held it in 27 quarters since. The position peaked at $5.36M in Q4 2024. 60 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.

  • First Trust Advisors held 210,463 shares of CrossAmerica Partners worth $4.72M as of Q2 2026.
  • First Trust Advisors bought 20,457 CrossAmerica Partners shares in Q2 2026, an estimated $445K.
  • CrossAmerica Partners made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1626 holding.
  • First Trust Advisors first reported a position in CrossAmerica Partners in Q3 2014 and has held it in 27 quarters since.
  • First Trust Advisors's CrossAmerica Partners position peaked at $5.36M in Q4 2024.
  • 60 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.