First Trust Advisors
SLF icon

First Trust Advisors’s Sun Life Financial SLF Stock Holding History

First Trust Advisors’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.3M Sell
580,306
-90,066
-13% -$5.76M 0.03% 711
2025
Q4 		$41.8M Sell
670,372
-38,620
-5% -$2.33M 0.03% 635
2025
Q3 		$42.6M Buy
708,992
+48,105
+7% +$2.89M 0.03% 641
2025
Q2 		$43.9M Sell
660,887
-140,621
-18% -$8.62M 0.04% 601
2025
Q1 		$45.9M Buy
801,508
+5,336
+0.7% +$304K 0.04% 575
2024
Q4 		$47.2M Sell
796,172
-101,631
-11% -$6M 0.04% 536
2024
Q3 		$52.1M Sell
897,803
-96,419
-10% -$5.04M 0.05% 485
2024
Q2 		$48.7M Sell
994,222
-130,701
-12% -$6.63M 0.05% 494
2024
Q1 		$61.4M Sell
1,124,923
-226,354
-17% -$12M 0.06% 409
2023
Q4 		$70.1M Sell
1,351,277
-29,327
-2% -$1.44M 0.08% 332
2023
Q3 		$67.4M Sell
1,380,604
-15,559
-1% -$780K 0.08% 339
2023
Q2 		$72.8M Sell
1,396,163
-225,017
-14% -$11.1M 0.08% 342
2023
Q1 		$75.7M Buy
1,621,180
+10,399
+0.6% +$501K 0.09% 334
2022
Q4 		$74.8M Buy
1,610,781
+46,385
+3% +$2.05M 0.09% 343
2022
Q3 		$62.2M Buy
1,564,396
+208,071
+15% +$9.33M 0.08% 366
2022
Q2 		$62.1M Buy
1,356,325
+203,242
+18% +$10.1M 0.08% 396
2022
Q1 		$64.4M Sell
1,153,083
-12,932
-1% -$712K 0.07% 428
2021
Q4 		$64.9M Sell
1,166,015
-61,517
-5% -$3.4M 0.06% 412
2021
Q3 		$63.2M Buy
1,227,532
+42,631
+4% +$2.19M 0.07% 390
2021
Q2 		$61.1M Buy
1,184,901
+58,508
+5% +$3.09M 0.07% 401
2021
Q1 		$56.9M Sell
1,126,393
-112,966
-9% -$5.53M 0.07% 413
2020
Q4 		$55.1M Sell
1,239,359
-57,286
-4% -$2.48M 0.07% 383
2020
Q3 		$52.8M Buy
1,296,645
+43,125
+3% +$1.74M 0.08% 342
2020
Q2 		$46.1M Sell
1,253,520
-130,116
-9% -$4.47M 0.08% 357
2020
Q1 		$44.4M Buy
1,383,636
+319,069
+30% +$13.7M 0.1% 315
2019
Q4 		$48.5M Buy
+1,064,567
New +$47.9M 0.08% 380

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

First Trust Advisors reduced its Sun Life Financial (SLF) stake by 13% in Q1 2026, selling an estimated $5.76M and leaving 580,306 shares worth $36.3M. The position accounts for 0.03% of the portfolio, ranked #711.

First Trust Advisors first reported a position in SLF in Q4 2019 and has held it in 26 quarters since. The position peaked at $75.7M in Q1 2023. 449 funds tracked by Wall St. Rank hold SLF as of Q1 2026.

  • First Trust Advisors held 580,306 shares of Sun Life Financial worth $36.3M as of Q1 2026.
  • First Trust Advisors sold 90,066 Sun Life Financial shares in Q1 2026, an estimated $5.76M.
  • Sun Life Financial made up 0.03% of First Trust Advisors's portfolio in Q1 2026, its #711 holding.
  • First Trust Advisors first reported a position in Sun Life Financial in Q4 2019 and has held it in 26 quarters since.
  • First Trust Advisors's Sun Life Financial position peaked at $75.7M in Q1 2023.
  • 449 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2026.

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