Skip to content
Disclosery

FIRST TRUST ADVISORS LP: SOFI position timeline

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

FIRST TRUST ADVISORS LP held 23,675 SOFI 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 23,675 shares
    Change vs previous 13F -1,129,841 shares

    <0.01% of the 13F portfolio, value $424,492.

    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 1,153,516 shares
    Change vs previous 13F -1,429,677 shares

    0.01% of the 13F portfolio, value $18,317,834.

    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 2,583,193 shares
    Change vs previous 13F -737,216 shares

    0.05% of the 13F portfolio, value $67,627,992.

    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 3,320,409 shares
    Change vs previous 13F -628,589 shares

    0.07% of the 13F portfolio, value $87,725,205.

    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 3,948,998 shares
    Change vs previous 13F +673,524 shares

    0.06% of the 13F portfolio, value $71,911,253.

    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 3,275,474 shares
    Change vs previous 13F +588,807 shares

    0.03% of the 13F portfolio, value $38,093,762.

    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 2,686,667 shares
    Change vs previous 13F +2,293,622 shares

    0.04% of the 13F portfolio, value $41,374,671.

    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 393,045 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,089,333.

    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).