Source Capital shares owned by First Trust Advisors
Quarter-by-quarter ownership of Source Capital (SOR) shares owned by First Trust Advisors
from 13F filings
Historical chart of First Trust Advisors investment in Source Capital
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All positions including Source Capital held by First Trust Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Source Capital by First Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 73k | 45.02 |
| 2025-06-30 | $3.0M | 69k | 43.36 |
| 2025-03-31 | $2.8M | 68k | 41.51 |