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Disclosery

FIRST TRUST ADVISORS LP: SUI position timeline

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

FIRST TRUST ADVISORS LP held 432,682 SUI 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 432,682 shares
    Change vs previous 13F +150,540 shares

    0.03% of the 13F portfolio, value $51,882,911.

    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 282,142 shares
    Change vs previous 13F -25,027 shares

    0.03% of the 13F portfolio, value $35,538,625.

    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 307,169 shares
    Change vs previous 13F +1,181 shares

    0.03% of the 13F portfolio, value $38,061,337.

    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 305,988 shares
    Change vs previous 13F +288,639 shares

    0.03% of the 13F portfolio, value $39,472,467.

    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 17,349 shares
    Change vs previous 13F -10,967 shares

    <0.01% of the 13F portfolio, value $2,194,498.

    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 28,316 shares
    Change vs previous 13F +8,471 shares

    <0.01% of the 13F portfolio, value $3,642,578.

    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 19,845 shares
    Change vs previous 13F +1,594 shares

    <0.01% of the 13F portfolio, value $2,440,345.

    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 18,251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,466,622.

    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).