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FIRST TRUST ADVISORS LP: APO position timeline

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

FIRST TRUST ADVISORS LP held 318,201 APO 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 318,201 shares
    Change vs previous 13F +223,970 shares

    0.02% of the 13F portfolio, value $37,646,391.

    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 94,231 shares
    Change vs previous 13F -172,126 shares

    0.01% of the 13F portfolio, value $10,499,173.

    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 266,357 shares
    Change vs previous 13F +55,598 shares

    0.03% of the 13F portfolio, value $38,557,841.

    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 210,759 shares
    Change vs previous 13F -28,405 shares

    0.02% of the 13F portfolio, value $28,087,856.

    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 239,164 shares
    Change vs previous 13F -249,498 shares

    0.03% of the 13F portfolio, value $33,930,222.

    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 488,662 shares
    Change vs previous 13F +344,451 shares

    0.06% of the 13F portfolio, value $66,917,320.

    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 144,211 shares
    Change vs previous 13F -125,718 shares

    0.02% of the 13F portfolio, value $23,817,922.

    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 269,929 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $33,716,831.

    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).