First Trust Advisors
LSI

First Trust Advisors’s Life Storage, Inc. LSI Stock Holding History

First Trust Advisors’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-37,275
Closed -$4.96M – 2543
2023
Q2 		$4.96M Buy
37,275
+2,368
+7% +$315K 0.01% 1229
2023
Q1 		$4.58M Sell
34,907
-9,959
-22% -$1.15M 0.01% 1272
2022
Q4 		$4.42M Buy
44,866
+1,968
+5% +$206K 0.01% 1255
2022
Q3 		$4.75M Sell
42,898
-26,119
-38% -$3.21M 0.01% 1209
2022
Q2 		$7.71M Sell
69,017
-19,551
-22% -$2.41M 0.01% 1044
2022
Q1 		$12.4M Sell
88,568
-13,046
-13% -$1.76M 0.01% 974
2021
Q4 		$15.6M Buy
101,614
+16,955
+20% +$2.26M 0.02% 932
2021
Q3 		$9.71M Buy
84,659
+33,812
+66% +$4.02M 0.01% 1019
2021
Q2 		$5.37M Sell
50,847
-18,309
-26% -$1.8M 0.01% 1308
2021
Q1 		$5.95M Sell
69,156
-2,523
-4% -$210K 0.01% 1140
2020
Q4 		$5.71M Sell
71,679
-2,682
-4% -$204K 0.01% 1044
2020
Q3 		$5.22M Sell
74,361
-39,177
-35% -$2.66M 0.01% 947
2020
Q2 		$7.19M Buy
113,538
+26,338
+30% +$1.63M 0.01% 849
2020
Q1 		$5.5M Sell
87,200
-56,989
-40% -$4.07M 0.01% 834
2019
Q4 		$10.4M Buy
144,189
+78,876
+121% +$5.64M 0.02% 830
2019
Q3 		$4.59M Buy
65,313
+24,144
+59% +$1.64M 0.01% 1098
2019
Q2 		$2.61M Sell
41,169
-53,630
-57% -$3.44M ﹤0.01% 1411
2019
Q1 		$6.15M Buy
94,799
+81,552
+616% +$5.23M 0.01% 934
2018
Q4 		$821K Sell
13,247
-169,057
-93% -$10.7M ﹤0.01% 1929
2018
Q3 		$11.6M Buy
182,304
+171,660
+1,613% +$11.1M 0.02% 793
2018
Q2 		$691K Sell
10,644
-13,245
-55% -$800K ﹤0.01% 2054
2018
Q1 		$1.33M Sell
23,889
-1,868
-7% -$102K ﹤0.01% 1678
2017
Q4 		$1.53M Sell
25,757
-17,635
-41% -$1.01M ﹤0.01% 1668
2017
Q3 		$2.37M Buy
43,392
+1,962
+5% +$98.4K 0.01% 1358
2017
Q2 		$2.05M Sell
41,430
-16,716
-29% -$868K 0.01% 1454
2017
Q1 		$3.18M Sell
58,146
-16,434
-22% -$921K 0.01% 1239
2016
Q4 		$4.24M Buy
74,580
+22,893
+44% +$1.27M 0.01% 1069
2016
Q3 		$3.06M Sell
51,687
-10,089
-16% -$645K 0.01% 1133
2016
Q2 		$4.32M Sell
61,776
-21,113
-25% -$1.53M 0.01% 981
2016
Q1 		$6.52M Sell
82,889
-27,688
-25% -$2.02M 0.02% 846
2015
Q4 		$7.91M Buy
110,577
+85,105
+334% +$5.69M 0.02% 769
2015
Q3 		$1.6M Sell
25,472
-34,033
-57% -$2.1M ﹤0.01% 1505
2015
Q2 		$3.45M Buy
59,505
+153
+0.3% +$9.16K 0.01% 1202
2015
Q1 		$3.72M Buy
59,352
+8,047
+16% +$500K 0.01% 1146
2014
Q4 		$2.98M Sell
51,305
-4,423
-8% -$246K 0.01% 1227
2014
Q3 		$2.76M Buy
55,728
+23,950
+75% +$1.23M 0.01% 1210
2014
Q2 		$1.64M Buy
31,778
+13,284
+72% +$672K 0.01% 1459
2014
Q1 		$906K Sell
18,494
-15,303
-45% -$714K ﹤0.01% 1725
2013
Q4 		$1.47M Buy
33,797
+9,023
+36% +$425K 0.01% 1481
2013
Q3 		$1.25M Sell
24,774
-15,278
-38% -$717K 0.01% 1451
2013
Q2 		$1.73M Buy
+40,052
New +$1.77M 0.01% 1217

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

First Trust Advisors's LSI Position: Q3 2023 in Review

First Trust Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 37,275 shares — an estimated $4.96M sold.

First Trust Advisors first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $15.6M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • First Trust Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • First Trust Advisors sold 37,275 Life Storage, Inc. shares in Q3 2023, an estimated $4.96M.
  • First Trust Advisors first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • First Trust Advisors's Life Storage, Inc. position peaked at $15.6M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on First Trust Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.