FV β€” First Trust Advisors LP

Ownership history in Grove Bank & Trust  Β·  6 quarters on record

AI Ownership Summary

Grove Bank & Trust reported First Trust Advisors LP (FV) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows FV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Grove Bank & Trust's position in First Trust Advisors LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Grove Bank & Trust held FV β€” position size vs. price
% of Fund (quarterly)    FV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 330 β€” 0% 0.00% $20K 2026-04-08 $62.94
2025 Q4 UNCHANGED 330 β€” 0% 0.00% $21K 2026-01-08 $65.33
2025 Q3 UNCHANGED 330 β€” 0% 0.00% $20K 2025-10-06 $62.17
2025 Q2 UNCHANGED 330 β€” 0% 0.00% $20K 2025-07-11 $59.34
2025 Q1 REDUCED 330 -170 -34.0% 0.00% $18K 2025-04-17 $51.58
2024 Q4 INITIATED 500 β€” β€” 0.00% $30K 2025-01-16 $59.94

FAQ About Grove Bank & Trust and FV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Grove Bank & Trust reported owning FV?

Grove Bank & Trust reported FV across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FV position in Grove Bank & Trust's portfolio?

The largest reported portfolio weight for FV was 0.00% in 2024 Q4.

What is the latest reported FV position on this page?

The most recent filing on this page is 2026 Q1, when Grove Bank & Trust reported 330 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this FV ownership page compare?

The chart compares Grove Bank & Trust's quarterly FV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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