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Disclosery

FIRST TRUST ADVISORS LP: SPFI position timeline

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

FIRST TRUST ADVISORS LP held 54,406 SPFI 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 54,406 shares
    Change vs previous 13F +9,800 shares

    <0.01% of the 13F portfolio, value $2,344,082.

    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 44,606 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $1,868,991.

    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 44,919 shares
    Change vs previous 13F -1,584 shares

    <0.01% of the 13F portfolio, value $1,742,857.

    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 46,503 shares
    Change vs previous 13F +36,147 shares

    <0.01% of the 13F portfolio, value $1,797,340.

    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 10,356 shares
    Change vs previous 13F +517 shares

    <0.01% of the 13F portfolio, value $373,230.

    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 9,839 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $325,867.

    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 9,908 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $344,303.

    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 9,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,282.

    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).