First Trust Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.4M | Buy |
1,422,965
+20,794
| +1% | +$1.15M | 0.06% | 381 |
|
|
2025
Q1 | $75.4M | Buy |
1,402,171
+1,326,514
| +1,753% | +$71.3M | 0.07% | 367 |
|
|
2024
Q4 | $4.27M | Sell |
75,657
-23,126
| -23% | -$1.3M | ﹤0.01% | 1452 |
|
|
2024
Q3 | $5.06M | Sell |
98,783
-15,812
| -14% | -$811K | ﹤0.01% | 1336 |
|
|
2024
Q2 | $4.69M | Sell |
114,595
-758
| -0.7% | -$31K | ﹤0.01% | 1291 |
|
|
2024
Q1 | $4.68M | Sell |
115,353
-4,022
| -3% | -$163K | ﹤0.01% | 1324 |
|
|
2023
Q4 | $5.33M | Buy |
119,375
+7,577
| +7% | +$338K | 0.01% | 1232 |
|
|
2023
Q3 | $4.19M | Buy |
111,798
+13,946
| +14% | +$523K | 0.01% | 1312 |
|
|
2023
Q2 | $3.83M | Buy |
97,852
+6,622
| +7% | +$259K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $4.07M | Buy |
91,230
+28,191
| +45% | +$1.26M | ﹤0.01% | 1339 |
|
|
2022
Q4 | $3.09M | Sell |
63,039
-948
| -1% | -$46.4K | ﹤0.01% | 1493 |
|
|
2022
Q3 | $2.82M | Sell |
63,987
-5,907
| -8% | -$260K | ﹤0.01% | 1507 |
|
|
2022
Q2 | $2.9M | Buy |
69,894
+7,061
| +11% | +$293K | ﹤0.01% | 1565 |
|
|
2022
Q1 | $2.97M | Buy |
62,833
+11,486
| +22% | +$543K | ﹤0.01% | 1610 |
|
|
2021
Q4 | $2.42M | Buy |
51,347
+34,542
| +206% | +$1.63M | ﹤0.01% | 1706 |
|
|
2021
Q3 | $761K | Buy |
16,805
+503
| +3% | +$22.8K | ﹤0.01% | 2138 |
|
|
2021
Q2 | $756K | Buy |
16,302
+952
| +6% | +$44.1K | ﹤0.01% | 2132 |
|
|
2021
Q1 | $759K | Buy |
15,350
+2,834
| +23% | +$140K | ﹤0.01% | 2071 |
|
|
2020
Q4 | $437K | Sell |
12,516
-18,967
| -60% | -$662K | ﹤0.01% | 2146 |
|
|
2020
Q3 | $859K | Buy |
31,483
+2,031
| +7% | +$55.4K | ﹤0.01% | 1827 |
|
|
2020
Q2 | $917K | Buy |
29,452
+445
| +2% | +$13.9K | ﹤0.01% | 1776 |
|
|
2020
Q1 | $810K | Sell |
29,007
-5,019
| -15% | -$140K | ﹤0.01% | 1737 |
|
|
2019
Q4 | $1.64M | Buy |
34,026
+9,140
| +37% | +$441K | ﹤0.01% | 1657 |
|
|
2019
Q3 | $1.01M | Sell |
24,886
-4,526
| -15% | -$184K | ﹤0.01% | 1864 |
|
|
2019
Q2 | $1.22M | Sell |
29,412
-9,232
| -24% | -$384K | ﹤0.01% | 1787 |
|
|
2019
Q1 | $1.58M | Sell |
38,644
-31,661
| -45% | -$1.29M | ﹤0.01% | 1655 |
|
|
2018
Q4 | $2.65M | Sell |
70,305
-98,469
| -58% | -$3.71M | 0.01% | 1313 |
|
|
2018
Q3 | $8.95M | Buy |
168,774
+86,719
| +106% | +$4.6M | 0.02% | 868 |
|
|
2018
Q2 | $4.43M | Buy |
82,055
+24,396
| +42% | +$1.32M | 0.01% | 1158 |
|
|
2018
Q1 | $2.7M | Buy |
57,659
+16,394
| +40% | +$769K | 0.01% | 1281 |
|
|
2017
Q4 | $1.86M | Sell |
41,265
-524
| -1% | -$23.7K | ﹤0.01% | 1570 |
|
|
2017
Q3 | $1.77M | Sell |
41,789
-50,142
| -55% | -$2.12M | ﹤0.01% | 1549 |
|
|
2017
Q2 | $3.75M | Buy |
91,931
+29,424
| +47% | +$1.2M | 0.01% | 1131 |
|
|
2017
Q1 | $2.65M | Buy |
62,507
+6,277
| +11% | +$266K | 0.01% | 1325 |
|
|
2016
Q4 | $2.42M | Buy |
56,230
+26,707
| +90% | +$1.15M | 0.01% | 1322 |
|
|
2016
Q3 | $923K | Sell |
29,523
-582
| -2% | -$18.2K | ﹤0.01% | 1758 |
|
|
2016
Q2 | $840K | Sell |
30,105
-321
| -1% | -$8.96K | ﹤0.01% | 1785 |
|
|
2016
Q1 | $823K | Sell |
30,426
-5,120
| -14% | -$138K | ﹤0.01% | 1763 |
|
|
2015
Q4 | $1.01M | Buy |
35,546
+11,652
| +49% | +$330K | ﹤0.01% | 1742 |
|
|
2015
Q3 | $601K | Buy |
+23,894
| New | +$601K | ﹤0.01% | 1915 |
|
|
2015
Q1 | – | Sell |
-13,038
| Closed | -$257K | – | 2246 |
|
|
2014
Q4 | $257K | Buy |
13,038
+2,265
| +21% | +$44.6K | ﹤0.01% | 2111 |
|
|
2014
Q3 | $180K | Sell |
10,773
-96
| -0.9% | -$1.6K | ﹤0.01% | 2153 |
|
|
2014
Q2 | $196K | Buy |
+10,869
| New | +$196K | ﹤0.01% | 2151 |
|
|
2013
Q3 | – | Sell |
-21,017
| Closed | -$335K | – | 2258 |
|
|
2013
Q2 | $335K | Buy |
+21,017
| New | +$335K | ﹤0.01% | 1996 |
|