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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $134,727,498,050 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SBS

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $25,331,720 830,276
2025-12-31 $27,164,458 1,138,971
2025-09-30 $27,223,238 1,093,742
2025-06-30 $30,742,027 1,399,273
2025-03-31 $24,783,018 1,387,627
2024-12-31 $20,078,809 1,401,173
2024-09-30 $22,743,293 1,375,048
2024-06-30 $17,358,502 1,290,595
2024-03-31 $20,925,530 1,243,347
2023-12-31 $56,162,924 3,687,651
2023-09-30 $45,279,204 3,735,908
2023-06-30 $54,999,416 4,645,221
2023-03-31 $45,196,261 4,515,111
2022-12-31 $42,071,576 3,946,677
2022-09-30 $36,477,232 4,004,087
2022-06-30 $37,185,028 4,653,946
2022-03-31 $48,442,839 4,928,061
2021-12-31 $20,324,944 2,769,066
2021-09-30 $17,591,831 2,484,722
2021-06-30 $13,274,549 1,793,858
2021-03-31 $11,105,631 1,515,093
2020-12-31 $7,160,271 833,559
2020-09-30 $6,333,207 763,037
2020-06-30 $7,927,041 754,238
2020-03-31 $6,281,213 851,113