First Trust Advisors’s Eagle Financial Services Inc EFSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$997K	Buy	+22,008	New	+$941K	﹤0.01%	2254

Other funds holding EFSI

Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Trust Advisors's EFSI Position: Q3 2026 in Review

First Trust Advisors opened a new position in Eagle Financial Services Inc (EFSI) in Q3 2026: 22,008 shares worth $997K. The stake represents ﹤0.01% of the portfolio and ranks #2254 among its holdings.

50 funds tracked by Wall St. Rank hold EFSI as of Q3 2026.

First Trust Advisors held 22,008 shares of Eagle Financial Services Inc worth $997K as of Q3 2026.
Eagle Financial Services Inc was a new First Trust Advisors position in Q3 2026.
Eagle Financial Services Inc made up ﹤0.01% of First Trust Advisors's portfolio in Q3 2026, its #2254 holding.
50 funds tracked by Wall St. Rank held Eagle Financial Services Inc as of Q3 2026.

Based on First Trust Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.