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Disclosery

FIRST TRUST ADVISORS LP: SWX position timeline

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

FIRST TRUST ADVISORS LP held 429,758 SWX 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 429,758 shares
    Change vs previous 13F -59,971 shares

    0.02% of the 13F portfolio, value $38,110,919.

    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 489,729 shares
    Change vs previous 13F -13,795 shares

    0.03% of the 13F portfolio, value $42,557,444.

    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 503,524 shares
    Change vs previous 13F -42,583 shares

    0.03% of the 13F portfolio, value $40,291,994.

    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 546,107 shares
    Change vs previous 13F -34,377 shares

    0.03% of the 13F portfolio, value $42,782,015.

    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 580,484 shares
    Change vs previous 13F -16,383 shares

    0.03% of the 13F portfolio, value $43,182,215.

    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 596,867 shares
    Change vs previous 13F -61,568 shares

    0.04% of the 13F portfolio, value $42,855,056.

    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 658,435 shares
    Change vs previous 13F -22,061 shares

    0.04% of the 13F portfolio, value $46,557,931.

    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 680,496 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $50,193,384.

    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).