First Trust Advisors
ATLO icon

First Trust Advisors’s AMES National ATLO Stock Holding History

First Trust Advisors’s Portfolio ATLO Stock Details ATLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$838K Buy
29,683
+11,445
+63% +$300K ﹤0.01% 2218
2025
Q4 		$419K Buy
18,238
+5,530
+44% +$119K ﹤0.01% 2376
2025
Q3 		$257K Buy
12,708
+2,197
+21% +$42.3K ﹤0.01% 2448
2025
Q2 		$187K Buy
+10,511
New +$183K ﹤0.01% 2531

Other funds holding ATLO

FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

First Trust Advisors increased its AMES National (ATLO) stake by 63% in Q1 2026, buying an estimated $300K and bringing the position to 29,683 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

First Trust Advisors first reported a position in ATLO in Q2 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold ATLO as of Q1 2026.

  • First Trust Advisors held 29,683 shares of AMES National worth $838K as of Q1 2026.
  • First Trust Advisors bought 11,445 AMES National shares in Q1 2026, an estimated $300K.
  • AMES National made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2218 holding.
  • First Trust Advisors first reported a position in AMES National in Q2 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held AMES National as of Q1 2026.

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