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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $133,983,680,913 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in SHBI

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,047,757 109,623
2025-12-31 $1,953,038 110,466
2025-09-30 $1,859,367 113,307
2025-06-30 $1,878,162 119,476
2025-03-31 $1,547,879 114,319
2024-12-31 $1,839,059 116,029
2024-09-30 $1,771,371 126,617
2024-06-30 $133,300 11,642
2024-03-31 $186,955 16,257
2023-12-31 $244,401 17,151
2023-09-30 $119,212 11,332
2023-06-30 $1,015,488 87,845
2023-03-31 $806,320 56,465
2022-12-31 $1,031,524 59,181
2022-09-30 $926,360 53,485
2022-03-31 $206,622 10,089