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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 SMBC

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Shares Held

Position Value (USD)

18 quarters on record
Report Date Value (USD) Shares
2026-03-31 $2,148,511 33,602
2025-12-31 $2,020,307 34,173
2025-09-30 $1,866,458 35,511
2025-06-30 $2,053,647 37,489
2025-03-31 $1,862,628 35,806
2024-12-31 $2,085,801 36,357
2024-09-30 $2,244,912 39,740
2024-06-30 $1,385,317 30,778
2024-03-31 $1,424,946 32,600
2023-12-31 $1,710,241 32,033
2023-09-30 $1,137,795 29,408
2023-06-30 $1,143,887 29,750
2023-03-31 $1,145,980 30,633
2022-12-31 $1,208,537 26,370
2022-09-30 $1,208,339 23,679
2022-03-31 $226,373 4,532
2021-12-31 $215,201 4,125
2021-06-30 $208,299 4,633