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Livermore
Livermore
ZHEN

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

LKFN holding history

Lakeland 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.

LKFN overviewAll 13F holders of LKFNFull Q2 2026 holdings

Shares (Q2 2026)
40,161
Value
$2.48M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LKFN by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202640,161$2.48M<0.1%+1,171+3.0%AddedHolders
Q1 202638,990$2.24M<0.1%−17,768−31.3%ReducedHolders
Q4 202556,758$3.24M<0.1%+6,857+13.7%AddedHolders
Q3 202549,901$3.20M<0.1%−333,624−87.0%ReducedHolders
Q2 2025383,525$23.6M<0.1%+307,371+403.6%AddedHolders
Q1 202576,154$4.53M<0.1%−231,088−75.2%ReducedHolders
Q4 2024307,242$21.1M<0.1%+107,765+54.0%AddedHolders
Q3 2024199,477$13.0M<0.1%+37,133+22.9%AddedHolders
Q2 2024162,344$9.99M<0.1%+65,334+67.3%AddedHolders
Q1 202497,010$6.43M<0.1%−18,118−15.7%ReducedHolders
Q4 2023115,128$7.50M<0.1%+34,300+42.4%AddedHolders
Q3 202380,828$3.84M<0.1%+17,310+27.3%AddedHolders
Q2 202363,518$3.08M<0.1%−6,583−9.4%ReducedHolders
Q1 202370,101$4.39M<0.1%−23,290−24.9%ReducedHolders
Q4 202293,391$6.81M<0.1%+15,819+20.4%AddedHolders
Q3 202277,572$5.65M<0.1%+7,221+10.3%AddedHolders
Q2 202270,351$4.67M<0.1%+7,485+11.9%AddedHolders
Q1 202262,866$4.59M<0.1%−3,353−5.1%ReducedHolders
Q4 202166,219$5.31M<0.1%−2,166−3.2%ReducedHolders
Q3 202168,385$4.87M<0.1%−36,100−34.6%ReducedHolders
Q2 2021104,485$6.44M<0.1%+28,266+37.1%AddedHolders
Q1 202176,219$5.27M<0.1%––Holders

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