First Trust Advisors »

Financial Institutions shares owned by First Trust Advisors

Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by First Trust Advisors from 13F filings

Historical chart of First Trust Advisors investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions held by First Trust Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Financial Institutions by First Trust Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 64k 25.47
2022-12-31 $305k 13k 24.36
2022-03-31 $243k 8.1k 30.12
2021-12-31 $234k 7.4k 31.84
2021-09-30 $210k 6.9k 30.65
2021-06-30 $330k 11k 29.96
2021-03-31 $236k 7.8k 30.23
2020-06-30 $715k 38k 18.61
2020-03-31 $680k 38k 18.13
2019-12-31 $1.4M 45k 32.11
2019-09-30 $1.4M 46k 30.18
2019-06-30 $1.2M 40k 29.15
2019-03-31 $1.2M 43k 27.19
2018-12-31 $1.2M 46k 25.70
2018-09-30 $1.5M 47k 31.40
2018-06-30 $1.3M 40k 32.90
2018-03-31 $1.4M 46k 29.60
2017-12-31 $999k 32k 31.09
2017-09-30 $882k 31k 28.79
2017-06-30 $1.0M 34k 29.80
2017-03-31 $1.3M 38k 32.95
2016-12-31 $1.4M 40k 34.20
2016-09-30 $567k 21k 27.09
2016-06-30 $559k 21k 26.09
2016-03-31 $615k 21k 29.07
2015-12-31 $694k 25k 28.00
2015-09-30 $411k 17k 24.79
2015-06-30 $321k 13k 24.80
2015-03-31 $296k 13k 22.91
2014-12-31 $405k 16k 25.14
2014-09-30 $334k 15k 22.47
2013-06-30 $298k 16k 18.40
2012-03-31 $171k 11k 16.19
2011-12-31 $182k 11k 16.17
2011-09-30 $188k 13k 14.30