First Trust Advisors
SMR icon

First Trust Advisors’s NuScale Power SMR Stock Holding History

First Trust Advisors’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$940K Buy
93,693
+35,277
+60% +$398K ﹤0.01% 2248
2026
Q1 		$633K Sell
58,416
-154,300
-73% -$2.35M ﹤0.01% 2303
2025
Q4 		$3.01M Sell
212,716
-48,103
-18% -$1.38M ﹤0.01% 1688
2025
Q3 		$9.39M Buy
260,819
+12,506
+5% +$498K 0.01% 1111
2025
Q2 		$9.82M Buy
248,313
+224,547
+945% +$5.63M 0.01% 1091
2025
Q1 		$337K Sell
23,766
-6,081
-20% -$123K ﹤0.01% 2339
2024
Q4 		$535K Sell
29,847
-10,125
-25% -$209K ﹤0.01% 2232
2024
Q3 		$463K Buy
+39,972
New +$408K ﹤0.01% 2188

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors's SMR Position: Q2 2026 in Review

First Trust Advisors increased its NuScale Power (SMR) stake by 60% in Q2 2026, buying an estimated $398K and bringing the position to 93,693 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #2248.

First Trust Advisors first reported a position in SMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.82M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • First Trust Advisors held 93,693 shares of NuScale Power worth $940K as of Q2 2026.
  • First Trust Advisors bought 35,277 NuScale Power shares in Q2 2026, an estimated $398K.
  • NuScale Power made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2248 holding.
  • First Trust Advisors first reported a position in NuScale Power in Q3 2024 and has held it in 8 quarters since.
  • First Trust Advisors's NuScale Power position peaked at $9.82M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.