Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$36,868,781
-$534,490 QoQ
Shares Held
272,416
-5.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $2,293,660,438 across 18 Banks - Diversified names. BMO ranks #11 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,236,537 | $657,899,723 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
4,310,788 | $511,388,780 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,952,583 | $485,188,421 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,245,758 | $178,784,794 | |
| 5 | C |
Citigroup Inc
|
1,202,559 | $136,382,216 | |
| 6 | TD |
Toronto Dominion Bank
|
601,469 | $56,123,072 | |
| 7 | RY |
Royal Bank Of Canada
|
331,050 | $53,557,269 | |
| 8 | BNS |
Bank Of Nova Scotia
|
692,738 | $48,013,670 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,868,781 | 272,416 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $37,403,271 | 288,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $39,126,448 | 300,395 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,023,595 | 370,818 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,123,549 | 430,568 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $43,423,566 | 447,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $48,038,806 | 532,581 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,766,503 | 545,814 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $59,264,409 | 606,720 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $67,223,694 | 679,439 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,971,593 | 805,637 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $73,646,179 | 815,482 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $76,608,045 | 859,702 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $74,537,979 | 822,715 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $62,929,463 | 718,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $60,924,752 | 633,511 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $61,382,622 | 520,324 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $62,662,124 | 581,713 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $60,588,767 | 607,528 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $58,632,628 | 571,691 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $58,421,457 | 655,537 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $54,196,921 | 712,836 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $51,369,901 | 879,471 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $44,109,748 | 831,475 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $43,590,950 | 867,309 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||