FIRST TRUST ADVISORS LP

Position in LKFN — Lakeland Financial Corp

CIK 1125816 Wheaton, IL

Position in LKFN

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

Position Value

$2,478,736

+$241,490 QoQ

Shares Held

40,161

+3.0% QoQ

Ownership

0.162%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#56

of 256 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $6,372,168,381 across 203 Banks - Regional names. LKFN ranks #125 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp \De\	11,072,514	$668,779,845
2	RF	Regions Financial Corp	18,544,746	$560,051,329
3	PNC	Pnc Financial Services Group, Inc.	1,759,998	$433,346,707
4	EWBC	East West Bancorp Inc	3,124,825	$403,383,659
5	FNB	Fnb Corp/Pa/	16,284,370	$310,705,779
6	WTFC	Wintrust Financial Corp	1,749,346	$281,154,889
7	ASB	Associated Banc-Corp	7,538,653	$231,964,352
8	FULT	Fulton Financial Corp	8,530,330	$206,348,682

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,478,736	40,161	+3.0%	Shares	Sole	2026-08-11
2026-03-31	$2,237,246	38,990	-31.3%	Shares	Sole	2026-05-13
2025-12-31	$3,238,611	56,758	+13.7%	Shares	Sole	2026-02-13
2025-09-30	$3,203,644	49,901	-87.0%	Shares	Sole	2025-11-12
2025-06-30	$23,567,611	383,525	+403.6%	Shares	Sole	2025-08-13
2025-03-31	$4,526,593	76,154	-75.2%	Shares	Sole	2025-05-14
2024-12-31	$21,125,959	307,242	+54.0%	Shares	Sole	2025-02-13
2024-09-30	$12,989,942	199,477	+22.9%	Shares	Sole	2024-11-13
2024-06-30	$9,987,402	162,344	+67.3%	Shares	Sole	2024-08-13
2024-03-31	$6,433,703	97,010	-15.7%	Shares	Sole	2024-05-13
2023-12-31	$7,501,740	115,128	+42.4%	Shares	Sole	2024-02-13
2023-09-30	$3,836,096	80,828	+27.3%	Shares	Sole	2023-11-13
2023-06-30	$3,081,893	63,518	-9.4%	Shares	Sole	2023-08-14
2023-03-31	$4,391,126	70,101	-24.9%	Shares	Sole	2023-05-15
2022-12-31	$6,814,741	93,391	+20.4%	Shares	Sole	2023-02-09
2022-09-30	$5,648,017	77,572	+10.3%	Shares	Sole	2022-11-14
2022-06-30	$4,672,713	70,351	+11.9%	Shares	Sole	2022-08-12
2022-03-31	$4,589,218	62,866	-5.1%	Shares	Sole	2022-05-13
2021-12-31	$5,306,790	66,219	-3.2%	Shares	Sole	2022-02-08
2021-09-30	$4,871,747	68,385	-34.6%	Shares	Sole	2021-11-15
2021-06-30	$6,440,455	104,485	+37.1%	Shares	Sole	2021-10-12
2021-03-31	$5,273,592	76,219	+31.4%	Shares	Sole	2021-05-14
2020-12-31	$3,109,033	58,026	-21.4%	Shares	Sole	2021-02-02
2020-09-30	$3,042,208	73,840	+69.2%	Shares	Sole	2020-11-05
2020-06-30	$2,033,234	43,641	-4.9%	Shares	Sole	2020-07-22
2020-03-31	$1,686,898	45,902	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.