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Disclosery

FIRST TRUST ADVISORS LP: SFM position timeline

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

FIRST TRUST ADVISORS LP held 69,372 SFM 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 69,372 shares
    Change vs previous 13F +31,300 shares

    <0.01% of the 13F portfolio, value $5,867,462.

    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 38,072 shares
    Change vs previous 13F -7,445 shares

    <0.01% of the 13F portfolio, value $2,936,493.

    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 45,517 shares
    Change vs previous 13F -213,320 shares

    <0.01% of the 13F portfolio, value $3,626,339.

    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 258,837 shares
    Change vs previous 13F +13,735 shares

    0.02% of the 13F portfolio, value $28,161,465.

    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 245,102 shares
    Change vs previous 13F +121,179 shares

    0.03% of the 13F portfolio, value $40,353,593.

    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 123,923 shares
    Change vs previous 13F -48,388 shares

    0.02% of the 13F portfolio, value $18,915,606.

    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 172,311 shares
    Change vs previous 13F +29,704 shares

    0.02% of the 13F portfolio, value $21,895,558.

    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 142,607 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,745,238.

    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).