First Trust Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
7,632
+966
| +14% | +$251K | ﹤0.01% | 1820 |
|
|
2025
Q1 | $1.62M | Sell |
6,666
-83,805
| -93% | -$20.4M | ﹤0.01% | 1863 |
|
|
2024
Q4 | $23.1M | Buy |
+90,471
| New | +$23.1M | 0.02% | 802 |
|
|
2024
Q3 | – | Sell |
-62,792
| Closed | -$15.2M | – | 2393 |
|
|
2024
Q2 | $15.2M | Buy |
62,792
+20,390
| +48% | +$4.94M | 0.02% | 880 |
|
|
2024
Q1 | $11.3M | Buy |
+42,402
| New | +$11.3M | 0.01% | 982 |
|
|
2023
Q4 | – | Sell |
-52,403
| Closed | -$9.6M | – | 2364 |
|
|
2023
Q3 | $9.6M | Buy |
52,403
+43,505
| +489% | +$7.97M | 0.01% | 997 |
|
|
2023
Q2 | $2.09M | Sell |
8,898
-5,978
| -40% | -$1.41M | ﹤0.01% | 1681 |
|
|
2023
Q1 | $3.02M | Buy |
+14,876
| New | +$3.02M | ﹤0.01% | 1504 |
|
|
2022
Q3 | – | Sell |
-22,332
| Closed | -$4.08M | – | 2511 |
|
|
2022
Q2 | $4.08M | Sell |
22,332
-108,174
| -83% | -$19.8M | 0.01% | 1356 |
|
|
2022
Q1 | $30.9M | Sell |
130,506
-46,833
| -26% | -$11.1M | 0.03% | 636 |
|
|
2021
Q4 | $51.9M | Buy |
177,339
+22,178
| +14% | +$6.49M | 0.05% | 488 |
|
|
2021
Q3 | $39.3M | Buy |
155,161
+98,019
| +172% | +$24.8M | 0.04% | 524 |
|
|
2021
Q2 | $13.7M | Sell |
57,142
-62,694
| -52% | -$15M | 0.01% | 908 |
|
|
2021
Q1 | $21.7M | Buy |
119,836
+93,983
| +364% | +$17M | 0.03% | 678 |
|
|
2020
Q4 | $4.99M | Sell |
25,853
-61,624
| -70% | -$11.9M | 0.01% | 1089 |
|
|
2020
Q3 | $13.7M | Buy |
87,477
+33,706
| +63% | +$5.29M | 0.02% | 631 |
|
|
2020
Q2 | $9.24M | Buy |
53,771
+41,021
| +322% | +$7.05M | 0.02% | 770 |
|
|
2020
Q1 | $1.52M | Sell |
12,750
-51,862
| -80% | -$6.19M | ﹤0.01% | 1405 |
|
|
2019
Q4 | $9.05M | Buy |
64,612
+16,962
| +36% | +$2.38M | 0.02% | 873 |
|
|
2019
Q3 | $6.7M | Buy |
47,650
+30,548
| +179% | +$4.3M | 0.01% | 947 |
|
|
2019
Q2 | $2.31M | Sell |
17,102
-34,996
| -67% | -$4.73M | ﹤0.01% | 1465 |
|
|
2019
Q1 | $6.17M | Buy |
52,098
+24,756
| +91% | +$2.93M | 0.01% | 933 |
|
|
2018
Q4 | $2.55M | Sell |
27,342
-6,891
| -20% | -$642K | 0.01% | 1335 |
|
|
2018
Q3 | $4.47M | Buy |
34,233
+5,730
| +20% | +$748K | 0.01% | 1212 |
|
|
2018
Q2 | $3.57M | Sell |
28,503
-3,032
| -10% | -$379K | 0.01% | 1281 |
|
|
2018
Q1 | $3.72M | Buy |
31,535
+6,347
| +25% | +$748K | 0.01% | 1121 |
|
|
2017
Q4 | $2.97M | Sell |
25,188
-36,637
| -59% | -$4.32M | 0.01% | 1272 |
|
|
2017
Q3 | $6.55M | Sell |
61,825
-45,967
| -43% | -$4.87M | 0.02% | 930 |
|
|
2017
Q2 | $14.8M | Buy |
107,792
+80,477
| +295% | +$11.1M | 0.04% | 607 |
|
|
2017
Q1 | $3.74M | Sell |
27,315
-94,742
| -78% | -$13M | 0.01% | 1158 |
|
|
2016
Q4 | $14.4M | Sell |
122,057
-32,076
| -21% | -$3.79M | 0.04% | 622 |
|
|
2016
Q3 | $20.7M | Sell |
154,133
-2,949
| -2% | -$397K | 0.06% | 438 |
|
|
2016
Q2 | $20.2M | Sell |
157,082
-26,208
| -14% | -$3.37M | 0.06% | 414 |
|
|
2016
Q1 | $20.9M | Sell |
183,290
-46,505
| -20% | -$5.32M | 0.07% | 374 |
|
|
2015
Q4 | $25.6M | Buy |
229,795
+14,104
| +7% | +$1.57M | 0.07% | 329 |
|
|
2015
Q3 | $21M | Buy |
215,691
+5,973
| +3% | +$580K | 0.06% | 362 |
|
|
2015
Q2 | $20.4M | Buy |
209,718
+132,613
| +172% | +$12.9M | 0.05% | 426 |
|
|
2015
Q1 | $7.17M | Sell |
77,105
-132,599
| -63% | -$12.3M | 0.02% | 882 |
|
|
2014
Q4 | $17M | Buy |
209,704
+112,572
| +116% | +$9.1M | 0.06% | 460 |
|
|
2014
Q3 | $7.26M | Buy |
97,132
+26,979
| +38% | +$2.02M | 0.03% | 841 |
|
|
2014
Q2 | $5.09M | Sell |
70,153
-2,606
| -4% | -$189K | 0.02% | 971 |
|
|
2014
Q1 | $4.95M | Buy |
72,759
+11,062
| +18% | +$753K | 0.02% | 971 |
|
|
2013
Q4 | $4.26M | Buy |
61,697
+18,352
| +42% | +$1.27M | 0.02% | 1035 |
|
|
2013
Q3 | $2.59M | Sell |
43,345
-114,324
| -73% | -$6.84M | 0.01% | 1134 |
|
|
2013
Q2 | $9.29M | Buy |
+157,669
| New | +$9.29M | 0.06% | 470 |
|