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First Trust Grows Baker Hughes Stake 4%

6 sourcesUpdated Jul 22, 2026

First Trust Advisors LP increased its stake in Baker Hughes by 4.0% in the first quarter, holding 9,663,737 shares worth about $589.97 million, while Baker Hughes CEO Lorenzo Simonelli sold 181,411 shares in late June. The firm also boosted its position in United Parcel Service by 37.4% in the same quarter to 3,631,133 shares, valued at approximately $357.23 million. Conversely, First Trust trimmed its eBay stake by 28.6% to 3,596,262 shares, valued at roughly $327.33 million. It added to Analog Devices modestly, increasing holdings by 0.7% to 1,008,833 shares, worth about $320.95 million. The newest move showed a larger stake in Chevron, rising 4.2% to 4,278,833 shares, valued at about $885.29 million. Across these positions, First Trust continues to actively rebalance large-cap holdings across energy, logistics, tech, and consumer platforms.

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Westpac Expands U.S. Bancorp Stake 50% in Q1

Westpac Banking Corp increased its stake in U.S. Bancorp by 50% to 128,101 shares, worth about $6.66 million, while trimming its position in The Goldman Sachs Group by 4.6% to 17,665 shares, worth roughly $14.94 million. The bank also expanded holdings in Dollar General and Regency Centers (41,788 and 60,867 shares respectively, valued around $4.96 million and $4.61 million) while reducing GE Aerospace by 10.1% to 15,067 shares, valued at about $4.28 million.

8 sources

Photo: NASA / Wikimedia Commons (Public domain)

Wiregrass boosts GE Aerospace stake 68% in Q1

Wiregrass Investment Management LLC expanded its stakes across multiple securities in Q1: increasing GE Aerospace holdings by 68.1% to 5,480 shares worth about $1.555 million, while also taking a new position in AGNC Investment Corp. with 88,794 shares (~$891,000), a new stake in International Paper of 15,544 shares (~$555,000), and purchasing 27,413 shares of SPDR Portfolio S&P 500 Growth ETF (~$2.684 million). The moves reflect a broad strategy of diversifying into aerospace, real estate, materials, and growth-focused ETFs alongside core positions.

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zolmax.comOtherJul 22, 2026

First Trust Advisors LP Grows Position in Baker Hughes Company $BKR

tickerreport.comOtherJul 22, 2026

First Trust Advisors LP Boosts Position in United Parcel Service, Inc. $UPS

thecerbatgem.comOtherJul 22, 2026

First Trust Advisors LP Trims Position in eBay Inc. $EBAY

thecerbatgem.comOtherJul 22, 2026

First Trust Advisors LP Grows Position in Analog Devices, Inc. $ADI

tickerreport.comOtherJul 22, 2026

First Trust Advisors LP Grows Position in Chevron Corporation $CVX

thestockobserver.comOtherJul 22, 2026

First Trust Advisors LP Grows Position in Salesforce Inc. $CRM

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7 sources

Photo: NASA / Wikimedia Commons (Public domain)

Petra Financial Advisors Expands Portfolio Across ETFs, Stocks

Petra Financial Advisors Inc. expanded its portfolio in Q1 by initiating positions or increasing stakes across several securities, including 13,757 shares of the Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ), 13,640 shares of Fidelity Enhanced Small Cap ETF (FESM), 53,350 shares of AllianceBernstein National Municipal Income Fund (AFB), 2,929 shares of Marathon Petroleum (MPC), and 6,509 shares of Valero Energy (VLO). The moves were part of broader activity in multiple funds and stocks as other institutions also adjusted their holdings in these securities.

7 sources