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Disclosery

FIRST TRUST ADVISORS LP: SMBC position timeline

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

FIRST TRUST ADVISORS LP held 34,610 SMBC 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 34,610 shares
    Change vs previous 13F +1,008 shares

    <0.01% of the 13F portfolio, value $2,637,628.

    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 33,602 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $2,148,511.

    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 34,173 shares
    Change vs previous 13F -1,338 shares

    <0.01% of the 13F portfolio, value $2,020,307.

    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 35,511 shares
    Change vs previous 13F -1,978 shares

    <0.01% of the 13F portfolio, value $1,866,458.

    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 37,489 shares
    Change vs previous 13F +1,683 shares

    <0.01% of the 13F portfolio, value $2,053,647.

    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 35,806 shares
    Change vs previous 13F -551 shares

    <0.01% of the 13F portfolio, value $1,862,628.

    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 36,357 shares
    Change vs previous 13F -3,383 shares

    <0.01% of the 13F portfolio, value $2,085,801.

    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 39,740 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,244,912.

    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).