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FIRST TRUST ADVISORS LP: AGO position timeline

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

FIRST TRUST ADVISORS LP held 1,518,088 AGO 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 1,518,088 shares
    Change vs previous 13F +161,453 shares

    0.07% of the 13F portfolio, value $121,689,912.

    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 1,356,635 shares
    Change vs previous 13F -107,584 shares

    0.08% of the 13F portfolio, value $110,538,619.

    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 1,464,219 shares
    Change vs previous 13F +131,195 shares

    0.1% of the 13F portfolio, value $131,589,361.

    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 1,333,024 shares
    Change vs previous 13F +144,841 shares

    0.08% of the 13F portfolio, value $112,840,481.

    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 1,188,183 shares
    Change vs previous 13F -136,874 shares

    0.08% of the 13F portfolio, value $103,490,738.

    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 1,325,057 shares
    Change vs previous 13F +836,162 shares

    0.1% of the 13F portfolio, value $116,737,521.

    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 488,895 shares
    Change vs previous 13F +230,258 shares

    0.04% of the 13F portfolio, value $44,005,438.

    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 258,637 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $20,566,813.

    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).