First Trust Advisors

First Trust Advisors’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$138M	Sell	2,857,379 -124,985	-4%	-$4.97M	0.1%	248
2025 Q4	$105M	Sell	2,982,364 -80,698	-3%	-$2.75M	0.08%	316
2025 Q3	$102M	Buy	3,063,062 +35,304	+1%	+$1.17M	0.08%	316
2025 Q2	$84.1M	Buy	3,027,758 +805,795	+36%	+$20.5M	0.07%	350
2025 Q1	$57.6M	Buy	2,221,963 +1,974,993	+800%	+$49.1M	0.05%	485
2024 Q4	$6.58M	Buy	246,970 +50,995	+26%	+$1.54M	0.01%	1221
2024 Q3	$6.49M	Buy	195,975 +60,069	+44%	+$1.55M	0.01%	1203
2024 Q2	$2.54M	Buy	135,906 +26,228	+24%	+$475K	﹤0.01%	1592
2024 Q1	$2.33M	Buy	109,678 +73,913	+207%	+$1.47M	﹤0.01%	1673
2023 Q4	$739K	Sell	35,765 -1,725	-5%	-$33.5K	﹤0.01%	2045
2023 Q3	$714K	Sell	37,490 -151,075	-80%	-$3.35M	﹤0.01%	2061
2023 Q2	$4.37M	Buy	188,565 +9,547	+5%	+$236K	0.01%	1290
2023 Q1	$4.68M	Buy	179,018 +20,681	+13%	+$587K	0.01%	1261
2022 Q4	$4.34M	Buy	+158,337	New	+$4.36M	0.01%	1269

Other funds holding YOU

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return