First Trust Advisors’s Enterprise Bancorp EBTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,568	Closed	-$299K	–	2558
2024 Q4	$299K	Buy	7,568 +51	+0.7%	+$1.83K	﹤0.01%	2386
2024 Q3	$240K	Buy	+7,517	New	+$216K	﹤0.01%	2290
2022 Q2	–	Sell	-6,127	Closed	-$246K	–	2516
2022 Q1	$246K	Buy	6,127 +546	+10%	+$22.3K	﹤0.01%	2421
2021 Q4	$251K	Buy	+5,581	New	+$221K	﹤0.01%	2422
2021 Q3	–	Sell	-6,226	Closed	-$204K	–	2548
2021 Q2	$204K	Buy	+6,226	New	+$212K	﹤0.01%	2421
2018 Q3	–	Sell	-9,798	Closed	-$396K	–	2454
2018 Q2	$396K	Buy	9,798 +1,546	+19%	+$58.9K	﹤0.01%	2221
2018 Q1	$291K	Buy	8,252 +569	+7%	+$19.2K	﹤0.01%	2169
2017 Q4	$262K	Sell	7,683 -13,857	-64%	-$497K	﹤0.01%	2261
2017 Q3	$782K	Buy	21,540 +3,411	+19%	+$116K	﹤0.01%	1933
2017 Q2	$644K	Buy	+18,129	New	+$604K	﹤0.01%	2001

Other funds holding EBTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

First Trust Advisors's EBTC Position: Q1 2025 in Review

First Trust Advisors sold out of Enterprise Bancorp (EBTC) in Q1 2025, closing a stake of 7,568 shares — an estimated $299K sold.

First Trust Advisors first reported a position in EBTC in Q2 2017 and held it in 10 quarters. The position peaked at $782K in Q3 2017. 90 funds tracked by Wall St. Rank hold EBTC as of Q1 2025.

First Trust Advisors reported no remaining Enterprise Bancorp position as of Q1 2025 after selling out during the quarter.
First Trust Advisors sold 7,568 Enterprise Bancorp shares in Q1 2025, an estimated $299K.
First Trust Advisors first reported a position in Enterprise Bancorp in Q2 2017 and held it in 10 quarters.
First Trust Advisors's Enterprise Bancorp position peaked at $782K in Q3 2017.
90 funds tracked by Wall St. Rank held Enterprise Bancorp as of Q1 2025.

Based on First Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.