First Trust Advisors’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Buy |
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|
2025
Q1 | $1.8M | Buy |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.62M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $715K | Buy |
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|
2020
Q1 | $680K | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.16M | Sell |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $1.48M | Buy |
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|
2018
Q2 | $1.3M | Sell |
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|
2018
Q1 | $1.36M | Buy |
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|
2017
Q4 | $999K | Buy |
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|
2017
Q3 | $882K | Sell |
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|
2017
Q2 | $1M | Sell |
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|
2017
Q1 | $1.25M | Sell |
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|
2016
Q4 | $1.36M | Buy |
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|
2016
Q3 | $567K | Sell |
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|
2016
Q2 | $559K | Buy |
|
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|
2016
Q1 | $615K | Sell |
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|
2015
Q4 | $694K | Buy |
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|
2015
Q3 | $411K | Buy |
|
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|
2015
Q2 | $321K | Buy |
|
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|
2015
Q1 | $296K | Sell |
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|
2014
Q4 | $405K | Buy |
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|
2014
Q3 | $334K | Buy |
|
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $298K | Buy |
|