First Trust Advisors’s Mid Penn Bancorp MPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$262K	Sell	8,156 -947	-10%	-$30.7K	﹤0.01%	2492
2025 Q4	$282K	Sell	9,103 -3,589	-28%	-$106K	﹤0.01%	2477
2025 Q3	$363K	Sell	12,692 -71,740	-85%	-$2.09M	﹤0.01%	2376
2025 Q2	$2.38M	Buy	84,432 +16,339	+24%	+$441K	﹤0.01%	1741
2025 Q1	$1.76M	Sell	68,093 -1,046	-2%	-$29.5K	﹤0.01%	1840
2024 Q4	$1.99M	Buy	69,139 +3,927	+6%	+$121K	﹤0.01%	1811
2024 Q3	$1.95M	Buy	+65,212	New	+$1.78M	﹤0.01%	1785
2024 Q1	–	Sell	-8,625	Closed	-$209K	–	2378
2023 Q4	$209K	Buy	+8,625	New	+$184K	﹤0.01%	2288
2023 Q2	–	Sell	-58,491	Closed	-$1.5M	–	2411
2023 Q1	$1.5M	Buy	58,491 +45,528	+351%	+$1.35M	﹤0.01%	1825
2022 Q4	$389K	Buy	+12,963	New	+$417K	﹤0.01%	2258
2022 Q3	–	Sell	-26,060	Closed	-$703K	–	2558
2022 Q2	$703K	Buy	26,060 +419	+2%	+$11.2K	﹤0.01%	2107
2022 Q1	$687K	Sell	25,641 -625	-2%	-$18.1K	﹤0.01%	2167
2021 Q4	$834K	Buy	26,266 +7,354	+39%	+$218K	﹤0.01%	2129
2021 Q3	$521K	Buy	+18,912	New	+$505K	﹤0.01%	2276

Other funds holding MPB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

First Trust Advisors's MPB Position: Q1 2026 in Review

First Trust Advisors reduced its Mid Penn Bancorp (MPB) stake by 10% in Q1 2026, selling an estimated $30.7K and leaving 8,156 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

First Trust Advisors first reported a position in MPB in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.38M in Q2 2025. 150 funds tracked by Wall St. Rank hold MPB as of Q1 2026.

First Trust Advisors held 8,156 shares of Mid Penn Bancorp worth $262K as of Q1 2026.
First Trust Advisors sold 947 Mid Penn Bancorp shares in Q1 2026, an estimated $30.7K.
Mid Penn Bancorp made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2492 holding.
First Trust Advisors first reported a position in Mid Penn Bancorp in Q3 2021 and has held it in 14 quarters since.
First Trust Advisors's Mid Penn Bancorp position peaked at $2.38M in Q2 2025.
150 funds tracked by Wall St. Rank held Mid Penn Bancorp as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.