First Trust Advisors
SVV icon

First Trust Advisors’s Savers SVV Stock Holding History

First Trust Advisors’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-49,908
Closed -$661K – 2712
2025
Q3 		$661K Sell
49,908
-21,457
-30% -$247K ﹤0.01% 2244
2025
Q2 		$728K Sell
71,365
-66,704
-48% -$653K ﹤0.01% 2165
2025
Q1 		$953K Buy
138,069
+81,689
+145% +$754K ﹤0.01% 2065
2024
Q4 		$578K Buy
+56,380
New +$560K ﹤0.01% 2208

Other funds holding SVV

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors's SVV Position: Q4 2025 in Review

First Trust Advisors sold out of Savers (SVV) in Q4 2025, closing a stake of 49,908 shares — an estimated $661K sold.

First Trust Advisors first reported a position in SVV in Q4 2024 and held it in 4 quarters. The position peaked at $953K in Q1 2025. 151 funds tracked by Wall St. Rank hold SVV as of Q4 2025.

  • First Trust Advisors reported no remaining Savers position as of Q4 2025 after selling out during the quarter.
  • First Trust Advisors sold 49,908 Savers shares in Q4 2025, an estimated $661K.
  • First Trust Advisors first reported a position in Savers in Q4 2024 and held it in 4 quarters.
  • First Trust Advisors's Savers position peaked at $953K in Q1 2025.
  • 151 funds tracked by Wall St. Rank held Savers as of Q4 2025.

Based on First Trust Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.