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Disclosery

FIRST TRUST ADVISORS LP: SMCI position timeline

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

FIRST TRUST ADVISORS LP held 2,301,397 SMCI 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 2,301,397 shares
    Change vs previous 13F +1,680,858 shares

    0.04% of the 13F portfolio, value $67,499,690.

    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 620,539 shares
    Change vs previous 13F -293,577 shares

    0.01% of the 13F portfolio, value $14,129,616.

    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 914,116 shares
    Change vs previous 13F -86,962 shares

    0.02% of the 13F portfolio, value $26,756,235.

    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 1,001,078 shares
    Change vs previous 13F +275,035 shares

    0.04% of the 13F portfolio, value $47,991,525.

    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 726,043 shares
    Change vs previous 13F +358,369 shares

    0.03% of the 13F portfolio, value $35,583,586.

    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 367,674 shares
    Change vs previous 13F +154,442 shares

    0.01% of the 13F portfolio, value $12,589,188.

    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 213,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,499,269.

    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).