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First Trust Advisors’s
Esquire Financial Holdings
ESQ
Stock Holding History
First Trust Advisors’s Portfolio
ESQ Stock Details
ESQ Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.22M
Sell
11,394
-299
-3%
-$32K
﹤0.01%
2095
2025
Q4
$1.19M
Sell
11,693
-2,011
-15%
-$204K
﹤0.01%
2086
2025
Q3
$1.4M
Sell
13,704
-17,566
-56%
-$1.73M
﹤0.01%
1986
2025
Q2
$2.96M
Buy
31,270
+6,021
+24%
+$520K
﹤0.01%
1631
2025
Q1
$1.9M
Sell
25,249
-284
-1%
-$22.7K
﹤0.01%
1802
2024
Q4
$2.03M
Sell
25,533
-2,289
-8%
-$164K
﹤0.01%
1806
2024
Q3
$1.81M
Buy
27,822
+6,950
+33%
+$401K
﹤0.01%
1810
2024
Q2
$994K
Sell
20,872
-1,287
-6%
-$60.4K
﹤0.01%
1953
2024
Q1
$1.05M
Sell
22,159
-573
-3%
-$28.1K
﹤0.01%
1973
2023
Q4
$1.14M
Buy
22,732
+1,881
+9%
+$88.3K
﹤0.01%
1948
2023
Q3
$953K
Sell
20,851
-873
-4%
-$41.5K
﹤0.01%
1979
2023
Q2
$994K
Sell
21,724
-675
-3%
-$27.7K
﹤0.01%
1989
2023
Q1
$876K
Sell
22,399
-1,087
-5%
-$45.8K
﹤0.01%
2001
2022
Q4
$1.02M
Buy
23,486
+2,562
+12%
+$109K
﹤0.01%
1959
2022
Q3
$786K
Buy
+20,924
New
+$778K
﹤0.01%
2073
Other funds holding ESQ
Mawer Investment Management
Calgary, Alberta, Canada
$15.4B AUM
10.9%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
CCM
Copeland Capital Management
Conshohocken, Pennsylvania
$4.5B AUM
18.67%
1-Year Est. Return
BCM
Basswood Capital Management
New York
$1.96B AUM
19.53%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AM
Ampfield Management
New York
$80.8M AUM
28.93%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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