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FIRST TRUST ADVISORS LP: SDY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SDY, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 15,720 SDY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,720 shares
    Change vs previous 13F +233 shares

    <0.01% of the 13F portfolio, value $2,392,269.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,487 shares
    Change vs previous 13F -5,756 shares

    <0.01% of the 13F portfolio, value $2,260,172.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,243 shares
    Change vs previous 13F +645 shares

    <0.01% of the 13F portfolio, value $2,956,175.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,598 shares
    Change vs previous 13F -11,543 shares

    <0.01% of the 13F portfolio, value $2,884,749.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,141 shares
    Change vs previous 13F +7,493 shares

    <0.01% of the 13F portfolio, value $4,362,497.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,648 shares
    Change vs previous 13F -11,765 shares

    <0.01% of the 13F portfolio, value $3,344,240.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 36,413 shares
    Change vs previous 13F +5,629 shares

    <0.01% of the 13F portfolio, value $4,810,157.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,784 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,372,559.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).