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Disclosery

FIRST TRUST ADVISORS LP: SFD position timeline

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

FIRST TRUST ADVISORS LP held 439,312 SFD 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 439,312 shares
    Change vs previous 13F -193,103 shares

    0.01% of the 13F portfolio, value $10,657,709.

    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 632,415 shares
    Change vs previous 13F +16,333 shares

    0.01% of the 13F portfolio, value $17,688,647.

    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 616,082 shares
    Change vs previous 13F +291,801 shares

    0.01% of the 13F portfolio, value $13,757,111.

    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 324,281 shares
    Change vs previous 13F +566 shares

    0.01% of the 13F portfolio, value $7,614,117.

    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 323,715 shares
    Change vs previous 13F +42,576 shares

    0.01% of the 13F portfolio, value $7,617,013.

    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 281,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,732,424.

    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).