Position in ANDG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,621,545
New position
Shares Held
42,989
first reported quarter
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#43
of 86 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $138,482,960 across 7 Personal Services names. ANDG ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
2,007,551 | $76,447,542 | |
| 2 | ROL |
Rollins Inc
|
962,588 | $40,178,422 | |
| 3 | FTDR |
Frontdoor, Inc.
|
136,386 | $10,582,189 | |
| 4 | SCI |
Service Corp International
|
68,411 | $5,196,498 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
34,379 | $2,436,783 | |
| 6 | CSV |
Carriage Services Inc
|
52,686 | $2,019,981 | |
| 7 | ANDG |
Andersen Group Inc.
This page
|
42,989 | $1,621,545 |
All Filings in ANDG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621,545 | 42,989 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||