First Trust Advisors’s Annaly Capital Management NLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.1M | Buy |
1,377,674
+698,643
| +103% | +$15.9M | 0.02% | 777 |
|
|
2025
Q4 | $15.2M | Sell |
679,031
-38,749
| -5% | -$844K | 0.01% | 945 |
|
|
2025
Q3 | $14.5M | Sell |
717,780
-149,150
| -17% | -$3.09M | 0.01% | 994 |
|
|
2025
Q2 | $16.3M | Buy |
866,930
+665,676
| +331% | +$12.7M | 0.01% | 960 |
|
|
2025
Q1 | $4.09M | Buy |
201,254
+65,765
| +49% | +$1.35M | ﹤0.01% | 1420 |
|
|
2024
Q4 | $2.48M | Sell |
135,489
-75,540
| -36% | -$1.48M | ﹤0.01% | 1712 |
|
|
2024
Q3 | $4.24M | Buy |
211,029
+104,265
| +98% | +$2.09M | ﹤0.01% | 1416 |
|
|
2024
Q2 | $2.03M | Sell |
106,764
-16,700
| -14% | -$324K | ﹤0.01% | 1704 |
|
|
2024
Q1 | $2.43M | Sell |
123,464
-94,230
| -43% | -$1.82M | ﹤0.01% | 1650 |
|
|
2023
Q4 | $4.22M | Buy |
217,694
+63,554
| +41% | +$1.13M | ﹤0.01% | 1357 |
|
|
2023
Q3 | $2.9M | Sell |
154,140
-672,000
| -81% | -$13.4M | ﹤0.01% | 1522 |
|
|
2023
Q2 | $16.5M | Sell |
826,140
-388,750
| -32% | -$7.55M | 0.02% | 836 |
|
|
2023
Q1 | $23.2M | Sell |
1,214,890
-456,342
| -27% | -$9.63M | 0.03% | 681 |
|
|
2022
Q4 | $35.2M | Buy |
1,671,232
+412,519
| +33% | +$8.12M | 0.04% | 527 |
|
|
2022
Q3 | $21.6M | Sell |
1,258,713
-10,946
| -0.9% | -$276K | 0.03% | 666 |
|
|
2022
Q2 | $30M | Buy |
1,269,659
+57,339
| +5% | +$1.49M | 0.04% | 570 |
|
|
2022
Q1 | $34.1M | Buy |
1,212,320
+86,874
| +8% | +$2.58M | 0.03% | 600 |
|
|
2021
Q4 | $35.2M | Buy |
1,125,446
+148,198
| +15% | +$4.98M | 0.03% | 603 |
|
|
2021
Q3 | $32.9M | Buy |
977,248
+715,183
| +273% | +$24.6M | 0.04% | 590 |
|
|
2021
Q2 | $9.31M | Buy |
262,065
+17,556
| +7% | +$638K | 0.01% | 1020 |
|
|
2021
Q1 | $8.41M | Buy |
244,509
+18,730
| +8% | +$634K | 0.01% | 997 |
|
|
2020
Q4 | $7.63M | Sell |
225,779
-195,936
| -46% | -$6.06M | 0.01% | 931 |
|
|
2020
Q3 | $12M | Buy |
+421,715
| New | +$12.2M | 0.02% | 675 |
|
|
2020
Q2 | – | Sell |
-12,138
| Closed | -$246K | – | 2432 |
|
|
2020
Q1 | $246K | Sell |
12,138
-15,677
| -56% | -$551K | ﹤0.01% | 2134 |
|
|
2019
Q4 | $1.05M | Sell |
27,815
-316,666
| -92% | -$11.5M | ﹤0.01% | 1863 |
|
|
2019
Q3 | $12.1M | Buy |
344,481
+157,231
| +84% | +$5.67M | 0.02% | 751 |
|
|
2019
Q2 | $6.84M | Sell |
187,250
-503,535
| -73% | -$19.2M | 0.01% | 908 |
|
|
2019
Q1 | $27.6M | Sell |
690,785
-225,281
| -25% | -$9.19M | 0.05% | 455 |
|
|
2018
Q4 | $36M | Buy |
916,066
+360,061
| +65% | +$14.4M | 0.09% | 293 |
|
|
2018
Q3 | $22.8M | Buy |
556,005
+94,798
| +21% | +$3.97M | 0.04% | 578 |
|
|
2018
Q2 | $19M | Sell |
461,207
-28,977
| -6% | -$1.21M | 0.04% | 587 |
|
|
2018
Q1 | $20.4M | Sell |
490,184
-61,930
| -11% | -$2.64M | 0.05% | 553 |
|
|
2017
Q4 | $26.3M | Sell |
552,114
-114,650
| -17% | -$5.44M | 0.06% | 422 |
|
|
2017
Q3 | $32.5M | Buy |
666,764
+114,573
| +21% | +$5.61M | 0.08% | 284 |
|
|
2017
Q2 | $26.6M | Buy |
552,191
+178,321
| +48% | +$8.42M | 0.07% | 360 |
|
|
2017
Q1 | $16.6M | Buy |
373,870
+154,361
| +70% | +$6.57M | 0.05% | 583 |
|
|
2016
Q4 | $8.75M | Buy |
+219,509
| New | +$8.93M | 0.03% | 799 |
|
|
2016
Q3 | – | Sell |
-33,085
| Closed | -$1.47M | – | 2366 |
|
|
2016
Q2 | $1.47M | Sell |
33,085
-179,425
| -84% | -$7.63M | ﹤0.01% | 1463 |
|
|
2016
Q1 | $8.72M | Buy |
+212,510
| New | +$8.34M | 0.03% | 714 |
|
|
2015
Q2 | – | Sell |
-100,265
| Closed | -$4.17M | – | 2275 |
|
|
2015
Q1 | $4.17M | Buy |
100,265
+1,331
| +1% | +$56.6K | 0.01% | 1105 |
|
|
2014
Q4 | $4.28M | Sell |
98,934
-320,877
| -76% | -$14.5M | 0.01% | 1066 |
|
|
2014
Q3 | $17.9M | Buy |
419,811
+6,798
| +2% | +$311K | 0.07% | 411 |
|
|
2014
Q2 | $18.9M | Sell |
413,013
-45,827
| -10% | -$2.11M | 0.08% | 397 |
|
|
2014
Q1 | $20.1M | Buy |
458,840
+120,112
| +35% | +$5.19M | 0.09% | 317 |
|
|
2013
Q4 | $13.5M | Buy |
338,728
+103,275
| +44% | +$4.48M | 0.07% | 464 |
|
|
2013
Q3 | $10.9M | Buy |
235,453
+70,062
| +42% | +$3.3M | 0.06% | 499 |
|
|
2013
Q2 | $8.32M | Buy |
+165,391
| New | +$9.67M | 0.05% | 523 |
|
Other funds holding NLY
VCM
VPM
First Trust Advisors's NLY Position: Q1 2026 in Review
First Trust Advisors increased its Annaly Capital Management (NLY) stake by 103% in Q1 2026, buying an estimated $15.9M and bringing the position to 1,377,674 shares worth $29.1M. The position accounts for 0.02% of the portfolio, ranked #777.
First Trust Advisors first reported a position in NLY in Q2 2013 and has held it in 47 quarters since. The position peaked at $36M in Q4 2018. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.
- First Trust Advisors held 1,377,674 shares of Annaly Capital Management worth $29.1M as of Q1 2026.
- First Trust Advisors bought 698,643 Annaly Capital Management shares in Q1 2026, an estimated $15.9M.
- Annaly Capital Management made up 0.02% of First Trust Advisors's portfolio in Q1 2026, its #777 holding.
- First Trust Advisors first reported a position in Annaly Capital Management in Q2 2013 and has held it in 47 quarters since.
- First Trust Advisors's Annaly Capital Management position peaked at $36M in Q4 2018.
- 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.