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Disclosery

FIRST TRUST ADVISORS LP: AD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on AD, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 105,695 AD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 105,695 shares
    Change vs previous 13F -5,839 shares

    <0.01% of the 13F portfolio, value $3,832,500.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 111,534 shares
    Change vs previous 13F +14,867 shares

    <0.01% of the 13F portfolio, value $5,146,178.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 96,667 shares
    Change vs previous 13F +53,785 shares

    <0.01% of the 13F portfolio, value $5,183,284.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 42,882 shares
    Change vs previous 13F -34,431 shares

    <0.01% of the 13F portfolio, value $2,144,528.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 77,313 shares
    Change vs previous 13F +38,120 shares

    <0.01% of the 13F portfolio, value $4,945,712.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 39,193 shares
    Change vs previous 13F -21,737 shares

    <0.01% of the 13F portfolio, value $2,710,195.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 60,930 shares
    Change vs previous 13F +6,002 shares

    <0.01% of the 13F portfolio, value $3,821,529.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 54,928 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,001,815.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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