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Disclosery

FIRST TRUST ADVISORS LP: APAM position timeline

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

FIRST TRUST ADVISORS LP held 163,042 APAM 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 163,042 shares
    Change vs previous 13F +10,117 shares

    <0.01% of the 13F portfolio, value $5,629,850.

    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 152,925 shares
    Change vs previous 13F +75,426 shares

    <0.01% of the 13F portfolio, value $5,564,940.

    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 77,499 shares
    Change vs previous 13F +46,602 shares

    <0.01% of the 13F portfolio, value $3,157,309.

    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 30,897 shares
    Change vs previous 13F -15,290 shares

    <0.01% of the 13F portfolio, value $1,340,929.

    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 46,187 shares
    Change vs previous 13F -246,822 shares

    <0.01% of the 13F portfolio, value $2,047,469.

    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 293,009 shares
    Change vs previous 13F +79,010 shares

    0.01% of the 13F portfolio, value $11,456,651.

    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 213,999 shares
    Change vs previous 13F +40,479 shares

    0.01% of the 13F portfolio, value $9,212,656.

    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 173,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,516,886.

    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).