First Trust Advisors
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First Trust Advisors’s Amalgamated Financial AMAL Stock Holding History

First Trust Advisors’s Portfolio AMAL Stock Details AMAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$867K Buy
22,293
+685
+3% +$26K ﹤0.01% 2200
2025
Q4 		$692K Sell
21,608
-115,543
-84% -$3.36M ﹤0.01% 2265
2025
Q3 		$3.72M Buy
137,151
+4,470
+3% +$133K ﹤0.01% 1531
2025
Q2 		$4.14M Buy
132,681
+114,171
+617% +$3.34M ﹤0.01% 1451
2025
Q1 		$532K Sell
18,510
-132
-0.7% -$4.32K ﹤0.01% 2213
2024
Q4 		$624K Buy
18,642
+103
+0.6% +$3.54K ﹤0.01% 2184
2024
Q3 		$582K Sell
18,539
-41,899
-69% -$1.27M ﹤0.01% 2138
2024
Q2 		$1.66M Sell
60,438
-4,788
-7% -$117K ﹤0.01% 1786
2024
Q1 		$1.57M Buy
65,226
+700
+1% +$17.2K ﹤0.01% 1833
2023
Q4 		$1.74M Buy
64,526
+6,467
+11% +$133K ﹤0.01% 1778
2023
Q3 		$1,000K Sell
58,059
-1,795
-3% -$32.5K ﹤0.01% 1966
2023
Q2 		$963K Sell
59,854
-2,832
-5% -$45.5K ﹤0.01% 1997
2023
Q1 		$1.11M Sell
62,686
-6,097
-9% -$134K ﹤0.01% 1930
2022
Q4 		$1.58M Buy
68,783
+10,315
+18% +$250K ﹤0.01% 1798
2022
Q3 		$1.32M Buy
58,468
+45,383
+347% +$1.02M ﹤0.01% 1886
2022
Q2 		$259K Sell
13,085
-2,756
-17% -$53.2K ﹤0.01% 2334
2022
Q1 		$285K Buy
15,841
+1,410
+10% +$24.1K ﹤0.01% 2379
2021
Q4 		$242K Buy
14,431
+985
+7% +$17.1K ﹤0.01% 2424
2021
Q3 		$213K Sell
13,446
-72,409
-84% -$1.11M ﹤0.01% 2433
2021
Q2 		$1.34M Sell
85,855
-1,129
-1% -$18.3K ﹤0.01% 1966
2021
Q1 		$1.44M Buy
86,984
+8,631
+11% +$140K ﹤0.01% 1845
2020
Q4 		$1.08M Sell
78,353
-2,197
-3% -$27.9K ﹤0.01% 1862
2020
Q3 		$852K Buy
80,550
+68,214
+553% +$797K ﹤0.01% 1834
2020
Q2 		$156K Sell
12,336
-2,819
-19% -$29.9K ﹤0.01% 2294
2020
Q1 		$164K Sell
15,155
-2,395
-14% -$38.4K ﹤0.01% 2243
2019
Q4 		$341K Sell
17,550
-924
-5% -$17K ﹤0.01% 2244
2019
Q3 		$296K Sell
18,474
-4,271
-19% -$69.7K ﹤0.01% 2288
2019
Q2 		$397K Buy
+22,745
New +$381K ﹤0.01% 2220

Other funds holding AMAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors's AMAL Position: Q1 2026 in Review

First Trust Advisors increased its Amalgamated Financial (AMAL) stake by 3.2% in Q1 2026, buying an estimated $26K and bringing the position to 22,293 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #2200.

First Trust Advisors first reported a position in AMAL in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.14M in Q2 2025. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.

  • First Trust Advisors held 22,293 shares of Amalgamated Financial worth $867K as of Q1 2026.
  • First Trust Advisors bought 685 Amalgamated Financial shares in Q1 2026, an estimated $26K.
  • Amalgamated Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2200 holding.
  • First Trust Advisors first reported a position in Amalgamated Financial in Q2 2019 and has held it in 28 quarters since.
  • First Trust Advisors's Amalgamated Financial position peaked at $4.14M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.