First Trust Advisors

First Trust Advisors’s Expand Energy Corp EXE Stock Holding History

First Trust Advisors’s Portfolio EXE Stock Details EXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$85.2M	Buy	776,111 +406,535	+110%	+$43.4M	0.06%	396
2025 Q4	$40.8M	Buy	369,576 +37,325	+11%	+$4.14M	0.03%	649
2025 Q3	$35.3M	Sell	332,251 -70,181	-17%	-$7.04M	0.03%	715
2025 Q2	$47.1M	Sell	402,432 -711,120	-64%	-$79.4M	0.04%	570
2025 Q1	$124M	Sell	1,113,552 -2,860,153	-72%	-$298M	0.11%	229
2024 Q4	$396M	Sell	3,973,705 -391,393	-9%	-$36.1M	0.35%	47
2024 Q3	$359M	Buy	4,365,098 +546,344	+14%	+$41.7M	0.34%	51
2024 Q2	$314M	Buy	3,818,754 +291,918	+8%	+$25.8M	0.32%	60
2024 Q1	$313M	Buy	3,526,836 +2,886,445	+451%	+$232M	0.32%	55
2023 Q4	$49.3M	Buy	640,391 +2,206	+0.3%	+$181K	0.05%	437
2023 Q3	$55M	Sell	638,185 -20,596	-3%	-$1.75M	0.07%	396
2023 Q2	$55.1M	Sell	658,781 -27,198	-4%	-$2.17M	0.06%	421
2023 Q1	$52.2M	Sell	685,979 -787,352	-53%	-$64.8M	0.06%	433
2022 Q4	$139M	Buy	1,473,331 +897,274	+156%	+$88.9M	0.17%	169
2022 Q3	$54.3M	Sell	576,057 -253,678	-31%	-$23.8M	0.07%	425
2022 Q2	$67.3M	Buy	829,735 +69,786	+9%	+$6.3M	0.08%	358
2022 Q1	$66.1M	Buy	759,949 +545,034	+254%	+$40M	0.07%	411
2021 Q4	$13.9M	Buy	214,915 +48,651	+29%	+$3.09M	0.01%	957
2021 Q3	$10.2M	Buy	+166,264	New	+$9.32M	0.01%	1005

Other funds holding EXE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return