First Trust Advisors’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,103,027	Closed	-$19.7M	–	2476
2023 Q1	$19.7M	Sell	1,103,027 -720,924	-40%	-$11M	0.02%	737
2022 Q4	$18.9M	Buy	1,823,951 +26,022	+1%	+$273K	0.02%	743
2022 Q3	$18.3M	Buy	1,797,929 +221,260	+14%	+$2.75M	0.02%	717
2022 Q2	$19.7M	Buy	1,576,669 +538,138	+52%	+$9.58M	0.02%	712
2022 Q1	$29.6M	Buy	+1,038,531	New	+$30M	0.03%	655
2021 Q4	–	Sell	-184,708	Closed	-$7.89M	–	2630
2021 Q3	$7.89M	Buy	+184,708	New	+$7.81M	0.01%	1085

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

First Trust Advisors's XM Position: Q2 2023 in Review

First Trust Advisors sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 1,103,027 shares — an estimated $19.7M sold.

First Trust Advisors first reported a position in XM in Q3 2021 and held it in 6 quarters. The position peaked at $29.6M in Q1 2022. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

First Trust Advisors reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
First Trust Advisors sold 1,103,027 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $19.7M.
First Trust Advisors first reported a position in Qualtrics International Inc. Class A Common Stock in Q3 2021 and held it in 6 quarters.
First Trust Advisors's Qualtrics International Inc. Class A Common Stock position peaked at $29.6M in Q1 2022.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on First Trust Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.