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Disclosery

FIRST TRUST ADVISORS LP: SM position timeline

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

FIRST TRUST ADVISORS LP held 918,135 SM 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 918,135 shares
    Change vs previous 13F -372,350 shares

    0.01% of the 13F portfolio, value $23,963,334.

    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 1,290,485 shares
    Change vs previous 13F +543,769 shares

    0.03% of the 13F portfolio, value $40,237,334.

    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 746,716 shares
    Change vs previous 13F -202,682 shares

    0.01% of the 13F portfolio, value $13,963,596.

    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 949,398 shares
    Change vs previous 13F -362,022 shares

    0.02% of the 13F portfolio, value $23,706,478.

    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 1,311,420 shares
    Change vs previous 13F -306,074 shares

    0.03% of the 13F portfolio, value $32,405,188.

    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 1,617,494 shares
    Change vs previous 13F -1,065,637 shares

    0.04% of the 13F portfolio, value $48,443,945.

    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 2,683,131 shares
    Change vs previous 13F +767,779 shares

    0.09% of the 13F portfolio, value $103,998,157.

    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 1,915,352 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $76,556,619.

    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).