First Trust Advisors’s HSBC HSBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.9M | Sell |
689,250
-116,879
| -14% | -$7.11M | 0.03% | 626 |
|
|
2025
Q1 | $46.3M | Buy |
806,129
+753,849
| +1,442% | +$43.3M | 0.04% | 566 |
|
|
2024
Q4 | $2.59M | Buy |
+52,280
| New | +$2.59M | ﹤0.01% | 1696 |
|
|
2023
Q3 | – | Sell |
-20,465
| Closed | -$811K | – | 2425 |
|
|
2023
Q2 | $811K | Buy |
+20,465
| New | +$811K | ﹤0.01% | 2032 |
|
|
2022
Q4 | – | Sell |
-42,942
| Closed | -$1.12M | – | 2482 |
|
|
2022
Q3 | $1.12M | Buy |
+42,942
| New | +$1.12M | ﹤0.01% | 1953 |
|
|
2021
Q1 | – | Sell |
-19,551
| Closed | -$507K | – | 2429 |
|
|
2020
Q4 | $507K | Buy |
+19,551
| New | +$507K | ﹤0.01% | 2110 |
|
|
2020
Q3 | – | Sell |
-70,241
| Closed | -$1.64M | – | 2392 |
|
|
2020
Q2 | $1.64M | Buy |
+70,241
| New | +$1.64M | ﹤0.01% | 1483 |
|
|
2019
Q4 | – | Sell |
-111,868
| Closed | -$4.28M | – | 2418 |
|
|
2019
Q3 | $4.28M | Buy |
111,868
+105,873
| +1,766% | +$4.05M | 0.01% | 1123 |
|
|
2019
Q2 | $250K | Sell |
5,995
-822
| -12% | -$34.3K | ﹤0.01% | 2319 |
|
|
2019
Q1 | $273K | Sell |
6,817
-12,960
| -66% | -$519K | ﹤0.01% | 2290 |
|
|
2018
Q4 | $784K | Buy |
+19,777
| New | +$784K | ﹤0.01% | 1951 |
|
|
2017
Q2 | – | Sell |
-10,880
| Closed | -$401K | – | 2405 |
|
|
2017
Q1 | $401K | Sell |
10,880
-15,803
| -59% | -$582K | ﹤0.01% | 2148 |
|
|
2016
Q4 | $968K | Sell |
26,683
-40,466
| -60% | -$1.47M | ﹤0.01% | 1834 |
|
|
2016
Q3 | $2.28M | Buy |
67,149
+28,989
| +76% | +$985K | 0.01% | 1272 |
|
|
2016
Q2 | $1.07M | Sell |
38,160
-46,028
| -55% | -$1.28M | ﹤0.01% | 1663 |
|
|
2016
Q1 | $2.33M | Buy |
84,188
+29,921
| +55% | +$830K | 0.01% | 1224 |
|
|
2015
Q4 | $1.91M | Buy |
54,267
+21,953
| +68% | +$772K | 0.01% | 1426 |
|
|
2015
Q3 | $1.09M | Buy |
32,314
+8,639
| +36% | +$292K | ﹤0.01% | 1702 |
|
|
2015
Q2 | $945K | Buy |
23,675
+2,674
| +13% | +$107K | ﹤0.01% | 1798 |
|
|
2015
Q1 | $789K | Buy |
21,001
+2,473
| +13% | +$92.9K | ﹤0.01% | 1829 |
|
|
2014
Q4 | $754K | Sell |
18,528
-1,670
| -8% | -$68K | ﹤0.01% | 1838 |
|
|
2014
Q3 | $886K | Buy |
20,198
+1,108
| +6% | +$48.6K | ﹤0.01% | 1761 |
|
|
2014
Q2 | $836K | Buy |
19,090
+2,055
| +12% | +$90K | ﹤0.01% | 1756 |
|
|
2014
Q1 | $746K | Buy |
+17,035
| New | +$746K | ﹤0.01% | 1796 |
|