FIRST TRUST ADVISORS LP

Position in C — Citigroup Inc

CIK 1125816 Wheaton, IL

Back to C Full portfolio

Position in C

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$136,382,216

+$9,486,509 QoQ

Shares Held

1,202,559

+10.6% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in C Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $2,293,660,438 across 18 Banks - Diversified names. C ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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 C

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$136,382,216	1,202,559	+10.6%	Shares	Sole	2026-05-13
2025-12-31	$126,895,707	1,087,460	-30.0%	Shares	Sole	2026-02-13
2025-09-30	$157,612,042	1,552,828	-13.5%	Shares	Sole	2025-11-12
2025-06-30	$152,820,617	1,795,355	+15.2%	Shares	Sole	2025-08-13
2025-03-31	$110,659,637	1,558,806	+6.5%	Shares	Sole	2025-05-14
2024-12-31	$102,981,625	1,463,015	+57.6%	Shares	Sole	2025-02-13
2024-09-30	$58,101,000	928,131	-4.7%	Shares	Sole	2024-11-13
2024-06-30	$61,794,999	973,763	-69.3%	Shares	Sole	2024-08-13
2024-03-31	$200,864,469	3,176,225	-11.9%	Shares	Sole	2024-05-13
2023-12-31	$185,375,819	3,603,729	-13.6%	Shares	Sole	2024-02-13
2023-09-30	$171,609,742	4,172,374	+12.0%	Shares	Sole	2023-11-13
2023-06-30	$171,577,221	3,726,699	-9.0%	Shares	Sole	2023-08-14
2023-03-31	$191,941,870	4,093,450	+0.8%	Shares	Sole	2023-05-15
2022-12-31	$183,611,365	4,059,504	+35.2%	Shares	Sole	2023-02-09
2022-09-30	$125,113,924	3,002,494	+9.1%	Shares	Sole	2022-11-14
2022-06-30	$126,573,126	2,752,188	+184.6%	Shares	Sole	2022-08-12
2022-03-31	$51,638,601	967,015	-72.5%	Shares	Sole	2022-05-13
2021-12-31	$212,004,107	3,510,583	+44.9%	Shares	Sole	2022-02-08
2021-09-30	$169,995,189	2,422,274	+16.8%	Shares	Sole	2021-11-15
2021-06-30	$146,711,586	2,073,662	-4.6%	Shares	Sole	2021-10-12
2021-03-31	$158,104,083	2,173,252	+5.4%	Shares	Sole	2021-05-14
2020-12-31	$127,103,519	2,061,361	+8.2%	Shares	Sole	2021-02-02
2020-09-30	$82,129,507	1,905,115	+10.0%	Shares	Sole	2020-11-05
2020-06-30	$88,518,179	1,732,254	+141.7%	Shares	Sole	2020-07-22
2020-03-31	$30,190,815	716,781	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.