First Trust Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.99M Sell
263,930
-26,187
-9% -$396K ﹤0.01% 1470
2025
Q1
$4.49M Sell
290,117
-19,341
-6% -$299K ﹤0.01% 1372
2024
Q4
$4.48M Buy
+309,458
New +$4.48M ﹤0.01% 1421
2017
Q4
Sell
-10,007
Closed -$77K 2455
2017
Q3
$77K Sell
10,007
-208
-2% -$1.6K ﹤0.01% 2381
2017
Q2
$80K Sell
10,215
-247
-2% -$1.93K ﹤0.01% 2350
2017
Q1
$76K Sell
10,462
-1,002
-9% -$7.28K ﹤0.01% 2366
2016
Q4
$88K Sell
11,464
-3,150
-22% -$24.2K ﹤0.01% 2403
2016
Q3
$99K Sell
14,614
-705
-5% -$4.78K ﹤0.01% 2282
2016
Q2
$88K Sell
15,319
-407,031
-96% -$2.34M ﹤0.01% 2249
2016
Q1
$2.54M Sell
422,350
-455,980
-52% -$2.74M 0.01% 1177
2015
Q4
$6.67M Sell
878,330
-58,473
-6% -$444K 0.02% 832
2015
Q3
$7.15M Buy
936,803
+920,086
+5,504% +$7.02M 0.02% 807
2015
Q2
$149K Buy
16,717
+374
+2% +$3.33K ﹤0.01% 2194
2015
Q1
$126K Sell
16,343
-589
-3% -$4.54K ﹤0.01% 2198
2014
Q4
$123K Sell
16,932
-1,246
-7% -$9.05K ﹤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% -$10.1K ﹤0.01% 2186
2014
Q1
$160K Sell
18,498
-2,058,202
-99% -$17.8M ﹤0.01% 2206
2013
Q4
$21.8M Sell
2,076,700
-16,202
-0.8% -$170K 0.11% 240
2013
Q3
$20.4M Buy
2,092,902
+43,612
+2% +$424K 0.11% 237
2013
Q2
$18.9M Buy
+2,049,290
New +$18.9M 0.12% 207