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Disclosery

FIRST TRUST ADVISORS LP: AGM position timeline

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

FIRST TRUST ADVISORS LP held 24,040 AGM 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 24,040 shares
    Change vs previous 13F -11,622 shares

    <0.01% of the 13F portfolio, value $4,790,450.

    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 35,662 shares
    Change vs previous 13F +19,738 shares

    <0.01% of the 13F portfolio, value $5,290,457.

    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 15,924 shares
    Change vs previous 13F -6,902 shares

    <0.01% of the 13F portfolio, value $2,795,776.

    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 22,826 shares
    Change vs previous 13F +18 shares

    <0.01% of the 13F portfolio, value $3,834,311.

    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 22,808 shares
    Change vs previous 13F +4,284 shares

    <0.01% of the 13F portfolio, value $4,431,138.

    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 18,524 shares
    Change vs previous 13F +5,472 shares

    <0.01% of the 13F portfolio, value $3,473,435.

    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 13,052 shares
    Change vs previous 13F -2,955 shares

    <0.01% of the 13F portfolio, value $2,570,591.

    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 16,007 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,999,871.

    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).