First Trust Advisors’s Everforth Inc EFOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.8M | Buy |
98,279
+8,826
| +10% | +$393K | ﹤0.01% | 1612 |
|
|
2025
Q4 | $4.31M | Sell |
89,453
-22,837
| -20% | -$1.05M | ﹤0.01% | 1494 |
|
|
2025
Q3 | $5.32M | Buy |
112,290
+38,790
| +53% | +$1.98M | ﹤0.01% | 1351 |
|
|
2025
Q2 | $3.67M | Buy |
73,500
+31,041
| +73% | +$1.7M | ﹤0.01% | 1526 |
|
|
2025
Q1 | $2.68M | Sell |
42,459
-11,380
| -21% | -$876K | ﹤0.01% | 1648 |
|
|
2024
Q4 | $4.49M | Buy |
53,839
+16,103
| +43% | +$1.47M | ﹤0.01% | 1420 |
|
|
2024
Q3 | $3.52M | Buy |
37,736
+4,109
| +12% | +$381K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $2.96M | Sell |
33,627
-598
| -2% | -$57.1K | ﹤0.01% | 1521 |
|
|
2024
Q1 | $3.59M | Sell |
34,225
-2,097
| -6% | -$203K | ﹤0.01% | 1459 |
|
|
2023
Q4 | $3.49M | Sell |
36,322
-20,766
| -36% | -$1.81M | ﹤0.01% | 1478 |
|
|
2023
Q3 | $4.66M | Buy |
57,088
+15,817
| +38% | +$1.26M | 0.01% | 1252 |
|
|
2023
Q2 | $3.12M | Sell |
41,271
-12,062
| -23% | -$867K | ﹤0.01% | 1477 |
|
|
2023
Q1 | $4.41M | Buy |
53,333
+12,004
| +29% | +$1.04M | 0.01% | 1291 |
|
|
2022
Q4 | $3.37M | Sell |
41,329
-5,940
| -13% | -$521K | ﹤0.01% | 1437 |
|
|
2022
Q3 | $4.27M | Buy |
47,269
+8,383
| +22% | +$813K | 0.01% | 1276 |
|
|
2022
Q2 | $3.51M | Buy |
38,886
+2,123
| +6% | +$218K | ﹤0.01% | 1452 |
|
|
2022
Q1 | $4.29M | Buy |
36,763
+19,779
| +116% | +$2.24M | ﹤0.01% | 1420 |
|
|
2021
Q4 | $2.1M | Sell |
16,984
-12,166
| -42% | -$1.49M | ﹤0.01% | 1775 |
|
|
2021
Q3 | $3.3M | Sell |
29,150
-10,349
| -26% | -$1.09M | ﹤0.01% | 1561 |
|
|
2021
Q2 | $3.83M | Buy |
39,499
+14,483
| +58% | +$1.48M | ﹤0.01% | 1513 |
|
|
2021
Q1 | $2.39M | Buy |
25,016
+1,354
| +6% | +$125K | ﹤0.01% | 1654 |
|
|
2020
Q4 | $1.98M | Buy |
23,662
+3,045
| +15% | +$234K | ﹤0.01% | 1583 |
|
|
2020
Q3 | $1.31M | Sell |
20,617
-23,072
| -53% | -$1.59M | ﹤0.01% | 1616 |
|
|
2020
Q2 | $2.91M | Buy |
43,689
+16,026
| +58% | +$850K | 0.01% | 1193 |
|
|
2020
Q1 | $977K | Sell |
27,663
-5,539
| -17% | -$314K | ﹤0.01% | 1632 |
|
|
2019
Q4 | $2.36M | Sell |
33,202
-2,229
| -6% | -$146K | ﹤0.01% | 1477 |
|
|
2019
Q3 | $2.23M | Buy |
35,431
+13,180
| +59% | +$814K | ﹤0.01% | 1476 |
|
|
2019
Q2 | $1.35M | Sell |
22,251
-1,499
| -6% | -$90K | ﹤0.01% | 1749 |
|
|
2019
Q1 | $1.51M | Sell |
23,750
-19,065
| -45% | -$1.19M | ﹤0.01% | 1679 |
|
|
2018
Q4 | $2.33M | Sell |
42,815
-6,311
| -13% | -$411K | 0.01% | 1386 |
|
|
2018
Q3 | $3.88M | Sell |
49,126
-8,430
| -15% | -$728K | 0.01% | 1286 |
|
|
2018
Q2 | $4.5M | Sell |
57,556
-8,930
| -13% | -$731K | 0.01% | 1152 |
|
|
2018
Q1 | $5.44M | Buy |
66,486
+11,685
| +21% | +$875K | 0.01% | 994 |
|
|
2017
Q4 | $3.52M | Buy |
54,801
+41,617
| +316% | +$2.52M | 0.01% | 1172 |
|
|
2017
Q3 | $708K | Sell |
13,184
-1,683
| -11% | -$84.2K | ﹤0.01% | 1967 |
|
|
2017
Q2 | $805K | Sell |
14,867
-15,996
| -52% | -$822K | ﹤0.01% | 1927 |
|
|
2017
Q1 | $1.5M | Sell |
30,863
-923
| -3% | -$42.8K | ﹤0.01% | 1668 |
|
|
2016
Q4 | $1.4M | Sell |
31,786
-2,418
| -7% | -$96.1K | ﹤0.01% | 1660 |
|
|
2016
Q3 | $1.24M | Buy |
34,204
+14,003
| +69% | +$521K | ﹤0.01% | 1593 |
|
|
2016
Q2 | $746K | Sell |
20,201
-27,813
| -58% | -$1.02M | ﹤0.01% | 1832 |
|
|
2016
Q1 | $1.77M | Sell |
48,014
-28,170
| -37% | -$995K | 0.01% | 1376 |
|
|
2015
Q4 | $3.42M | Buy |
76,184
+8,186
| +12% | +$358K | 0.01% | 1126 |
|
|
2015
Q3 | $2.51M | Sell |
67,998
-4,540
| -6% | -$172K | 0.01% | 1272 |
|
|
2015
Q2 | $2.85M | Buy |
72,538
+36,776
| +103% | +$1.4M | 0.01% | 1324 |
|
|
2015
Q1 | $1.37M | Buy |
+35,762
| New | +$1.3M | ﹤0.01% | 1632 |
|
|
2014
Q4 | – | Sell |
-43,532
| Closed | -$1.17M | – | 2248 |
|
|
2014
Q3 | $1.17M | Sell |
43,532
-20,224
| -32% | -$627K | ﹤0.01% | 1635 |
|
|
2014
Q2 | $2.27M | Buy |
63,756
+5,554
| +10% | +$199K | 0.01% | 1298 |
|
|
2014
Q1 | $2.25M | Sell |
58,202
-291,963
| -83% | -$9.79M | 0.01% | 1322 |
|
|
2013
Q4 | $12.2M | Buy |
350,165
+14,135
| +4% | +$471K | 0.06% | 518 |
|
|
2013
Q3 | $11.1M | Buy |
336,030
+12,044
| +4% | +$373K | 0.06% | 489 |
|
|
2013
Q2 | $8.66M | Buy |
+323,986
| New | +$8.16M | 0.06% | 509 |
|
Other funds holding EFOR
VPM
VCM
RP
First Trust Advisors's EFOR Position: Q1 2026 in Review
First Trust Advisors increased its Everforth Inc (EFOR) stake by 9.9% in Q1 2026, buying an estimated $393K and bringing the position to 98,279 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1612.
First Trust Advisors first reported a position in EFOR in Q2 2013 and has held it in 51 quarters since. The position peaked at $12.2M in Q4 2013. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.
- First Trust Advisors held 98,279 shares of Everforth Inc worth $3.8M as of Q1 2026.
- First Trust Advisors bought 8,826 Everforth Inc shares in Q1 2026, an estimated $393K.
- Everforth Inc made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1612 holding.
- First Trust Advisors first reported a position in Everforth Inc in Q2 2013 and has held it in 51 quarters since.
- First Trust Advisors's Everforth Inc position peaked at $12.2M in Q4 2013.
- 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.