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FIRST TRUST ADVISORS LP: AFRM position timeline

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

FIRST TRUST ADVISORS LP held 8,628 AFRM 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 8,628 shares
    Change vs previous 13F -143,282 shares

    <0.01% of the 13F portfolio, value $703,591.

    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 151,910 shares
    Change vs previous 13F -186,861 shares

    <0.01% of the 13F portfolio, value $6,960,459.

    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 338,771 shares
    Change vs previous 13F -239,410 shares

    0.02% of the 13F portfolio, value $25,214,830.

    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 578,181 shares
    Change vs previous 13F +386,656 shares

    0.03% of the 13F portfolio, value $42,253,312.

    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 191,525 shares
    Change vs previous 13F +59,297 shares

    0.01% of the 13F portfolio, value $13,242,038.

    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 132,228 shares
    Change vs previous 13F -60,843 shares

    0.01% of the 13F portfolio, value $5,975,383.

    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 193,071 shares
    Change vs previous 13F +126,499 shares

    0.01% of the 13F portfolio, value $11,758,023.

    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 66,572 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,717,469.

    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).