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Disclosery

FIRST TRUST ADVISORS LP: SU position timeline

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

FIRST TRUST ADVISORS LP held 286,643 SU 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 286,643 shares
    Change vs previous 13F +25,691 shares

    0.01% of the 13F portfolio, value $15,399,516.

    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 260,952 shares
    Change vs previous 13F +22,076 shares

    0.01% of the 13F portfolio, value $17,249,729.

    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 238,876 shares
    Change vs previous 13F +45,670 shares

    0.01% of the 13F portfolio, value $10,604,594.

    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 193,206 shares
    Change vs previous 13F +12,129 shares

    0.01% of the 13F portfolio, value $8,083,210.

    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 181,077 shares
    Change vs previous 13F -260,210 shares

    0.01% of the 13F portfolio, value $6,784,804.

    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 441,287 shares
    Change vs previous 13F +95,692 shares

    0.02% of the 13F portfolio, value $17,087,924.

    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 345,595 shares
    Change vs previous 13F +197,512 shares

    0.01% of the 13F portfolio, value $12,331,675.

    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 148,083 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,466,398.

    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).