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Disclosery

FIRST TRUST ADVISORS LP: SMR position timeline

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

FIRST TRUST ADVISORS LP held 93,693 SMR 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 93,693 shares
    Change vs previous 13F +35,277 shares

    <0.01% of the 13F portfolio, value $939,740.

    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 58,416 shares
    Change vs previous 13F -154,300 shares

    <0.01% of the 13F portfolio, value $633,229.

    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 212,716 shares
    Change vs previous 13F -48,103 shares

    <0.01% of the 13F portfolio, value $3,014,185.

    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 260,819 shares
    Change vs previous 13F +12,506 shares

    0.01% of the 13F portfolio, value $9,389,484.

    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 248,313 shares
    Change vs previous 13F +224,547 shares

    0.01% of the 13F portfolio, value $9,823,262.

    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 23,766 shares
    Change vs previous 13F -6,081 shares

    <0.01% of the 13F portfolio, value $336,526.

    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 29,847 shares
    Change vs previous 13F -10,125 shares

    <0.01% of the 13F portfolio, value $535,156.

    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 39,972 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $462,875.

    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).