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Advisors Asset Management, Inc.: FT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on FT, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 714,801 FT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 714,801 shares
    Change vs previous 13F -7,141 shares

    0.09% of the 13F portfolio, value $5,764,870.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 721,942 shares
    Change vs previous 13F +31,028 shares

    0.1% of the 13F portfolio, value $5,782,755.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 690,914 shares
    Change vs previous 13F +259,603 shares

    0.09% of the 13F portfolio, value $5,527,312.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 431,311 shares
    Change vs previous 13F +219,641 shares

    0.06% of the 13F portfolio, value $3,467,740.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 211,670 shares
    Change vs previous 13F -2,826 shares

    0.03% of the 13F portfolio, value $1,612,925.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 214,496 shares
    Change vs previous 13F +37,138 shares

    0.03% of the 13F portfolio, value $1,615,155.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 177,358 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,296,487.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).