First Trust Advisors’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.47M | Sell |
8,166
-9,815
| -55% | -$1.95M | ﹤0.01% | 2038 |
|
|
2025
Q4 | $3.9M | Buy |
17,981
+10,163
| +130% | +$2.23M | ﹤0.01% | 1542 |
|
|
2025
Q3 | $2.01M | Buy |
7,818
+186
| +2% | +$46.7K | ﹤0.01% | 1835 |
|
|
2025
Q2 | $1.98M | Buy |
7,632
+966
| +14% | +$246K | ﹤0.01% | 1820 |
|
|
2025
Q1 | $1.62M | Sell |
6,666
-83,805
| -93% | -$21.1M | ﹤0.01% | 1863 |
|
|
2024
Q4 | $23.1M | Buy |
+90,471
| New | +$24.2M | 0.02% | 802 |
|
|
2024
Q3 | – | Sell |
-62,792
| Closed | -$15.2M | – | 2393 |
|
|
2024
Q2 | $15.2M | Buy |
62,792
+20,390
| +48% | +$4.86M | 0.02% | 880 |
|
|
2024
Q1 | $11.3M | Buy |
+42,402
| New | +$10.8M | 0.01% | 982 |
|
|
2023
Q4 | – | Sell |
-52,403
| Closed | -$9.6M | – | 2364 |
|
|
2023
Q3 | $9.6M | Buy |
52,403
+43,505
| +489% | +$8.88M | 0.01% | 997 |
|
|
2023
Q2 | $2.09M | Sell |
8,898
-5,978
| -40% | -$1.26M | ﹤0.01% | 1681 |
|
|
2023
Q1 | $3.02M | Buy |
+14,876
| New | +$3.1M | ﹤0.01% | 1504 |
|
|
2022
Q3 | – | Sell |
-22,332
| Closed | -$4.08M | – | 2511 |
|
|
2022
Q2 | $4.08M | Sell |
22,332
-108,174
| -83% | -$21.6M | 0.01% | 1356 |
|
|
2022
Q1 | $30.9M | Sell |
130,506
-46,833
| -26% | -$11M | 0.03% | 636 |
|
|
2021
Q4 | $51.9M | Buy |
177,339
+22,178
| +14% | +$6.17M | 0.05% | 488 |
|
|
2021
Q3 | $39.3M | Buy |
155,161
+98,019
| +172% | +$25.5M | 0.04% | 524 |
|
|
2021
Q2 | $13.7M | Sell |
57,142
-62,694
| -52% | -$14M | 0.01% | 908 |
|
|
2021
Q1 | $21.7M | Buy |
119,836
+93,983
| +364% | +$16.6M | 0.03% | 678 |
|
|
2020
Q4 | $4.99M | Sell |
25,853
-61,624
| -70% | -$10.4M | 0.01% | 1089 |
|
|
2020
Q3 | $13.7M | Buy |
87,477
+33,706
| +63% | +$5.52M | 0.02% | 631 |
|
|
2020
Q2 | $9.24M | Buy |
53,771
+41,021
| +322% | +$6.08M | 0.02% | 770 |
|
|
2020
Q1 | $1.52M | Sell |
12,750
-51,862
| -80% | -$7.54M | ﹤0.01% | 1405 |
|
|
2019
Q4 | $9.05M | Buy |
64,612
+16,962
| +36% | +$2.35M | 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% | -$4.39M | ﹤0.01% | 1465 |
|
|
2019
Q1 | $6.17M | Buy |
52,098
+24,756
| +91% | +$2.64M | 0.01% | 933 |
|
|
2018
Q4 | $2.55M | Sell |
27,342
-6,891
| -20% | -$733K | 0.01% | 1335 |
|
|
2018
Q3 | $4.47M | Buy |
34,233
+5,730
| +20% | +$746K | 0.01% | 1212 |
|
|
2018
Q2 | $3.57M | Sell |
28,503
-3,032
| -10% | -$359K | 0.01% | 1281 |
|
|
2018
Q1 | $3.71M | Buy |
31,535
+6,347
| +25% | +$762K | 0.01% | 1121 |
|
|
2017
Q4 | $2.97M | Sell |
25,188
-36,637
| -59% | -$4.12M | 0.01% | 1272 |
|
|
2017
Q3 | $6.55M | Sell |
61,825
-45,967
| -43% | -$6.08M | 0.02% | 930 |
|
|
2017
Q2 | $14.8M | Buy |
107,792
+80,477
| +295% | +$11M | 0.04% | 607 |
|
|
2017
Q1 | $3.73M | Sell |
27,315
-94,742
| -78% | -$12.1M | 0.01% | 1158 |
|
|
2016
Q4 | $14.4M | Sell |
122,057
-32,076
| -21% | -$3.92M | 0.04% | 622 |
|
|
2016
Q3 | $20.7M | Sell |
154,133
-2,949
| -2% | -$391K | 0.06% | 438 |
|
|
2016
Q2 | $20.2M | Sell |
157,082
-26,208
| -14% | -$3.17M | 0.06% | 414 |
|
|
2016
Q1 | $20.9M | Sell |
183,290
-46,505
| -20% | -$4.89M | 0.07% | 374 |
|
|
2015
Q4 | $25.6M | Buy |
229,795
+14,104
| +7% | +$1.52M | 0.07% | 329 |
|
|
2015
Q3 | $21M | Buy |
215,691
+5,973
| +3% | +$593K | 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% | -$11.8M | 0.02% | 882 |
|
|
2014
Q4 | $17M | Buy |
209,704
+112,572
| +116% | +$8.71M | 0.06% | 460 |
|
|
2014
Q3 | $7.26M | Buy |
97,132
+26,979
| +38% | +$2.05M | 0.03% | 841 |
|
|
2014
Q2 | $5.09M | Sell |
70,153
-2,606
| -4% | -$183K | 0.02% | 971 |
|
|
2014
Q1 | $4.95M | Buy |
72,759
+11,062
| +18% | +$774K | 0.02% | 971 |
|
|
2013
Q4 | $4.26M | Buy |
61,697
+18,352
| +42% | +$1.19M | 0.02% | 1035 |
|
|
2013
Q3 | $2.59M | Sell |
43,345
-114,324
| -73% | -$7.03M | 0.01% | 1134 |
|
|
2013
Q2 | $9.29M | Buy |
+157,669
| New | +$9.51M | 0.06% | 470 |
|
Other funds holding EFX
VCM
VPM
SCP
First Trust Advisors's EFX Position: Q1 2026 in Review
First Trust Advisors reduced its Equifax (EFX) stake by 55% in Q1 2026, selling an estimated $1.95M and leaving 8,166 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2038.
First Trust Advisors first reported a position in EFX in Q2 2013 and has held it in 48 quarters since. The position peaked at $51.9M in Q4 2021. 870 funds tracked by Wall St. Rank hold EFX as of Q1 2026.
- First Trust Advisors held 8,166 shares of Equifax worth $1.47M as of Q1 2026.
- First Trust Advisors sold 9,815 Equifax shares in Q1 2026, an estimated $1.95M.
- Equifax made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2038 holding.
- First Trust Advisors first reported a position in Equifax in Q2 2013 and has held it in 48 quarters since.
- First Trust Advisors's Equifax position peaked at $51.9M in Q4 2021.
- 870 funds tracked by Wall St. Rank held Equifax as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.