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FIRST TRUST ADVISORS LP

Position in SW — Smurfit Westrock plc

CIK 1125816 Wheaton, IL

Position in SW

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$83,345,578
+$13,564,841 QoQ
Shares Held
1,801,677
+2.9% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#46
of 635 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SW Over Time

Shares Held

Position Value (USD)

Position in Packaging & Containers

Consumer Cyclical · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $532,830,972 across 16 Packaging & Containers names. SW ranks #2 (15.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 SW
Smurfit Westrock plc
This page
1,801,677 $83,345,578

All Filings in SW

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $83,345,578 1,801,677
2026-03-31 $69,780,737 1,751,085
2025-12-31 $51,980,871 1,344,217
2025-09-30 $31,144,509 731,607
2025-06-30 $31,400,686 727,710
2025-03-31 $635,706 14,108
2024-12-31 $1,459,336 27,095
2024-09-30 $1,241,380 25,119