First Trust Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.83M | Buy |
193,986
+53,666
| +38% | +$1.13M | ﹤0.01% | 1605 |
|
|
2025
Q4 | $2.71M | Sell |
140,320
-12,958
| -8% | -$225K | ﹤0.01% | 1744 |
|
|
2025
Q3 | $2.57M | Sell |
153,278
-110,652
| -42% | -$1.77M | ﹤0.01% | 1719 |
|
|
2025
Q2 | $3.99M | Sell |
263,930
-26,187
| -9% | -$377K | ﹤0.01% | 1470 |
|
|
2025
Q1 | $4.49M | Sell |
290,117
-19,341
| -6% | -$294K | ﹤0.01% | 1372 |
|
|
2024
Q4 | $4.48M | Buy |
+309,458
| New | +$4.25M | ﹤0.01% | 1421 |
|
|
2017
Q4 | – | Sell |
-10,007
| Closed | -$77K | – | 2455 |
|
|
2017
Q3 | $77K | Sell |
10,007
-208
| -2% | -$1.58K | ﹤0.01% | 2381 |
|
|
2017
Q2 | $80K | Sell |
10,215
-247
| -2% | -$1.83K | ﹤0.01% | 2350 |
|
|
2017
Q1 | $76K | Sell |
10,462
-1,002
| -9% | -$7.78K | ﹤0.01% | 2366 |
|
|
2016
Q4 | $88K | Sell |
11,464
-3,150
| -22% | -$22.9K | ﹤0.01% | 2403 |
|
|
2016
Q3 | $99K | Sell |
14,614
-705
| -5% | -$4.57K | ﹤0.01% | 2282 |
|
|
2016
Q2 | $88K | Sell |
15,319
-407,031
| -96% | -$2.49M | ﹤0.01% | 2249 |
|
|
2016
Q1 | $2.54M | Sell |
422,350
-455,980
| -52% | -$2.84M | 0.01% | 1177 |
|
|
2015
Q4 | $6.67M | Sell |
878,330
-58,473
| -6% | -$460K | 0.02% | 832 |
|
|
2015
Q3 | $7.15M | Buy |
936,803
+920,086
| +5,504% | +$7.73M | 0.02% | 807 |
|
|
2015
Q2 | $149K | Buy |
16,717
+374
| +2% | +$3.25K | ﹤0.01% | 2194 |
|
|
2015
Q1 | $126K | Sell |
16,343
-589
| -3% | -$4.4K | ﹤0.01% | 2198 |
|
|
2014
Q4 | $123K | Sell |
16,932
-1,246
| -7% | -$9.46K | ﹤0.01% | 2221 |
|
|
2014
Q3 | $149K | Buy |
18,178
+870
| +5% | +$7.13K | ﹤0.01% | 2183 |
|
|
2014
Q2 | $147K | Sell |
17,308
-1,190
| -6% | -$9.8K | ﹤0.01% | 2186 |
|
|
2014
Q1 | $160K | Sell |
18,498
-2,058,202
| -99% | -$19.3M | ﹤0.01% | 2206 |
|
|
2013
Q4 | $21.8M | Sell |
2,076,700
-16,202
| -0.8% | -$161K | 0.11% | 240 |
|
|
2013
Q3 | $20.4M | Buy |
2,092,902
+43,612
| +2% | +$414K | 0.11% | 237 |
|
|
2013
Q2 | $18.9M | Buy |
+2,049,290
| New | +$18.3M | 0.12% | 207 |
|
Other funds holding SMFG
CCMG
