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Disclosery

FIRST TRUST ADVISORS LP: SFBS position timeline

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

FIRST TRUST ADVISORS LP held 305,031 SFBS 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 305,031 shares
    Change vs previous 13F -257,528 shares

    0.02% of the 13F portfolio, value $26,461,439.

    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 562,559 shares
    Change vs previous 13F -9,294 shares

    0.03% of the 13F portfolio, value $40,971,171.

    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 571,853 shares
    Change vs previous 13F +43,842 shares

    0.03% of the 13F portfolio, value $41,053,326.

    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 528,011 shares
    Change vs previous 13F +201,309 shares

    0.03% of the 13F portfolio, value $42,520,725.

    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 326,702 shares
    Change vs previous 13F +228,187 shares

    0.02% of the 13F portfolio, value $25,322,672.

    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 98,515 shares
    Change vs previous 13F -11,661 shares

    0.01% of the 13F portfolio, value $8,137,339.

    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 110,176 shares
    Change vs previous 13F +26,146 shares

    0.01% of the 13F portfolio, value $9,336,314.

    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 84,030 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,760,213.

    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).