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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 SMG

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $9,345,159 153,678
2025-12-31 $1,787,668 30,637
2025-09-30 $8,689,089 152,574
2025-06-30 $6,319,231 95,804
2025-03-31 $6,228,587 113,474
2024-12-31 $12,668,352 190,961
2024-09-30 $10,197,827 117,622
2024-06-30 $13,578,672 208,710
2024-03-31 $16,154,030 216,571
2023-12-31 $7,923,360 124,288
2023-09-30 $7,142,227 138,201
2023-06-30 $13,057,261 208,283
2023-03-31 $19,377,119 277,848
2022-12-31 $11,518,745 237,060
2022-09-30 $13,812,867 323,108
2022-06-30 $11,891,470 150,544
2022-03-31 $11,696,938 95,128
2021-12-31 $7,554,764 46,924
2021-09-30 $5,476,351 37,417
2021-06-30 $24,595,123 128,153
2021-03-31 $23,066,375 94,160
2020-12-31 $23,208,173 116,542
2020-09-30 $12,675,321 82,894
2020-06-30 $9,128,227 67,883
2020-03-31 $7,239,270 70,696