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
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

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return