Position in SW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$69,780,737
+$17,799,866 QoQ
Shares Held
1,751,085
+30.3% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $472,167,824 across 17 Packaging & Containers names. SW ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMCR |
Amcor plc
|
2,683,095 | $106,653,026 | |
| 2 | SW |
Smurfit Westrock plc
This page
|
1,751,085 | $69,780,737 | |
| 3 | SON |
Sonoco Products Co
|
1,156,427 | $62,551,136 | |
| 4 | PKG |
Packaging Corp Of America
|
267,362 | $56,739,563 | |
| 5 | AVY |
Avery Dennison Corp
|
287,417 | $49,631,166 | |
| 6 | REYN |
Reynolds Consumer Products Inc.
|
2,329,337 | $49,335,356 | |
| 7 | BALL |
BALL Corp
|
311,694 | $18,424,232 | |
| 8 | CCK |
Crown Holdings, Inc.
|
151,923 | $15,230,280 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,780,737 | 1,751,085 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $51,980,871 | 1,344,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $31,144,509 | 731,607 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $31,400,686 | 727,710 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $635,706 | 14,108 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,459,336 | 27,095 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,241,380 | 25,119 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||