FIRST TRUST ADVISORS LP

Position in HSBC — Hsbc Holdings PLC

CIK 1125816 Wheaton, IL

Position in HSBC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$37,798,655

-$3,488,002 QoQ

Shares Held

397,504

-20.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#29

of 706 holders

Holding Since

Jun 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $2,948,706,582 across 19 Banks - Diversified names. HSBC ranks #10 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,203,107	$721,143,014
2	BAC	Bank Of America Corp /De/	11,888,923	$677,430,832
3	BNY	Bank of New York Mellon Corp	4,172,551	$603,392,600
4	WFC	Wells Fargo & Company/Mn	3,809,334	$314,803,361
5	C	Citigroup Inc	1,993,548	$279,016,978
6	TD	Toronto Dominion Bank	534,025	$64,846,655
7	RY	Royal Bank Of Canada	271,125	$56,114,741
8	BNS	Bank Of Nova Scotia	636,765	$55,296,672

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,798,655	397,504	-20.6%	Shares	Sole	2026-08-11
2026-03-31	$41,286,657	500,505	+1.4%	Shares	Sole	2026-05-13
2025-12-31	$38,832,613	493,614	-13.7%	Shares	Sole	2026-02-13
2025-09-30	$40,580,046	571,711	-17.1%	Shares	Sole	2025-11-12
2025-06-30	$41,899,507	689,250	-14.5%	Shares	Sole	2025-08-13
2025-03-31	$46,295,988	806,129	+1441.9%	Shares	Sole	2025-05-14
2024-12-31	$2,585,768	52,280	+155.5%	Shares	Sole	2025-02-13
2023-06-30	$810,823	20,465	-52.3%	Shares	Sole	2023-08-14
2022-09-30	$1,119,497	42,942	+119.6%	Shares	Sole	2022-11-14
2020-12-31	$506,566	19,551	-72.2%	Shares	Sole	2021-02-02
2020-06-30	$1,638,722	70,241	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.