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FIRST TRUST ADVISORS LP: SWK position timeline

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

FIRST TRUST ADVISORS LP held 454,785 SWK 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 454,785 shares
    Change vs previous 13F -25,954 shares

    0.03% of the 13F portfolio, value $42,803,873.

    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 480,739 shares
    Change vs previous 13F +34,871 shares

    0.02% of the 13F portfolio, value $34,161,206.

    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 445,868 shares
    Change vs previous 13F -87,041 shares

    0.02% of the 13F portfolio, value $33,119,170.

    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 532,909 shares
    Change vs previous 13F +118,397 shares

    0.03% of the 13F portfolio, value $39,611,001.

    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 414,512 shares
    Change vs previous 13F +175,756 shares

    0.02% of the 13F portfolio, value $28,083,301.

    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 238,756 shares
    Change vs previous 13F +31,096 shares

    0.02% of the 13F portfolio, value $18,355,533.

    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 207,660 shares
    Change vs previous 13F -24,335 shares

    0.01% of the 13F portfolio, value $16,672,984.

    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 231,995 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $25,549,609.

    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).