First Trust Advisors
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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
Q2 		$648K Sell
5,440
-5,954
-52% -$660K ﹤0.01% 2353
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Advisors reduced its Esquire Financial Holdings (ESQ) stake by 52% in Q2 2026, selling an estimated $660K and leaving 5,440 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

First Trust Advisors first reported a position in ESQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.96M in Q2 2025. 165 funds tracked by Wall St. Rank hold ESQ as of Q2 2026.

  • First Trust Advisors held 5,440 shares of Esquire Financial Holdings worth $648K as of Q2 2026.
  • First Trust Advisors sold 5,954 Esquire Financial Holdings shares in Q2 2026, an estimated $660K.
  • Esquire Financial Holdings made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2353 holding.
  • First Trust Advisors first reported a position in Esquire Financial Holdings in Q3 2022 and has held it in 16 quarters since.
  • First Trust Advisors's Esquire Financial Holdings position peaked at $2.96M in Q2 2025.
  • 165 funds tracked by Wall St. Rank held Esquire Financial Holdings as of Q2 2026.

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