Skip to main content

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

AMAL holding history

Amalgamated Financial Corp. in every 13F filed by First Trust Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMAL overviewAll 13F holders of AMALFull Q2 2026 holdings

Shares (Q2 2026)
91,211
Value
$4.19M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AMAL by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202691,211$4.19M<0.1%+68,918+309.1%AddedHolders
Q1 202622,293$866.5K<0.1%+685+3.2%AddedHolders
Q4 202521,608$692.1K<0.1%−115,543−84.2%ReducedHolders
Q3 2025137,151$3.72M<0.1%+4,470+3.4%AddedHolders
Q2 2025132,681$4.14M<0.1%+114,171+616.8%AddedHolders
Q1 202518,510$532.2K<0.1%−132−0.7%ReducedHolders
Q4 202418,642$623.9K<0.1%+103+0.6%AddedHolders
Q3 202418,539$581.6K<0.1%−41,899−69.3%ReducedHolders
Q2 202460,438$1.66M<0.1%−4,788−7.3%ReducedHolders
Q1 202465,226$1.57M<0.1%+700+1.1%AddedHolders
Q4 202364,526$1.74M<0.1%+6,467+11.1%AddedHolders
Q3 202358,059$999.8K<0.1%−1,795−3.0%ReducedHolders
Q2 202359,854$963.0K<0.1%−2,832−4.5%ReducedHolders
Q1 202362,686$1.11M<0.1%−6,097−8.9%ReducedHolders
Q4 202268,783$1.58M<0.1%+10,315+17.6%AddedHolders
Q3 202258,468$1.32M<0.1%+45,383+346.8%AddedHolders
Q2 202213,085$259.0K<0.1%−2,756−17.4%ReducedHolders
Q1 202215,841$285.0K<0.1%+1,410+9.8%AddedHolders
Q4 202114,431$242.0K<0.1%+985+7.3%AddedHolders
Q3 202113,446$213.0K<0.1%−72,409−84.3%ReducedHolders
Q2 202185,855$1.34M<0.1%−1,129−1.3%ReducedHolders
Q1 202186,984$1.44M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.