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Disclosery

FIRST TRUST ADVISORS LP: SHO position timeline

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

FIRST TRUST ADVISORS LP held 323,077 SHO 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 323,077 shares
    Change vs previous 13F +35,988 shares

    <0.01% of the 13F portfolio, value $3,699,231.

    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 287,089 shares
    Change vs previous 13F +90,324 shares

    <0.01% of the 13F portfolio, value $2,586,671.

    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 196,765 shares
    Change vs previous 13F -70,383 shares

    <0.01% of the 13F portfolio, value $1,759,079.

    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 267,148 shares
    Change vs previous 13F +38,927 shares

    <0.01% of the 13F portfolio, value $2,503,176.

    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 228,221 shares
    Change vs previous 13F -162,411 shares

    <0.01% of the 13F portfolio, value $1,980,958.

    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 390,632 shares
    Change vs previous 13F -59,046 shares

    <0.01% of the 13F portfolio, value $3,675,847.

    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 449,678 shares
    Change vs previous 13F +281,522 shares

    <0.01% of the 13F portfolio, value $5,324,187.

    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 168,156 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,735,369.

    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).