First Trust Advisors
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First Trust Advisors’s Energy Services of America ESOA Stock Holding History

First Trust Advisors’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$893K Buy
46,156
+6,762
+17% +$110K ﹤0.01% 2266
2026
Q1 		$517K Buy
39,394
+440
+1% +$5.17K ﹤0.01% 2343
2025
Q4 		$318K Buy
38,954
+920
+2% +$8.84K ﹤0.01% 2441
2025
Q3 		$394K Buy
38,034
+1,874
+5% +$18.9K ﹤0.01% 2352
2025
Q2 		$359K Buy
36,160
+1,332
+4% +$12.8K ﹤0.01% 2361
2025
Q1 		$329K Sell
34,828
-212
-0.6% -$2.31K ﹤0.01% 2342
2024
Q4 		$442K Sell
35,040
-3,947
-10% -$51.6K ﹤0.01% 2283
2024
Q3 		$370K Buy
+38,987
New +$333K ﹤0.01% 2230

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors's ESOA Position: Q2 2026 in Review

First Trust Advisors increased its Energy Services of America (ESOA) stake by 17% in Q2 2026, buying an estimated $110K and bringing the position to 46,156 shares worth $893K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

First Trust Advisors first reported a position in ESOA in Q3 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • First Trust Advisors held 46,156 shares of Energy Services of America worth $893K as of Q2 2026.
  • First Trust Advisors bought 6,762 Energy Services of America shares in Q2 2026, an estimated $110K.
  • Energy Services of America made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2266 holding.
  • First Trust Advisors first reported a position in Energy Services of America in Q3 2024 and has held it in 8 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.