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Disclosery

FIRST TRUST ADVISORS LP: AX position timeline

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

FIRST TRUST ADVISORS LP held 93,953 AX 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 93,953 shares
    Change vs previous 13F +30,842 shares

    0.01% of the 13F portfolio, value $9,150,082.

    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 63,111 shares
    Change vs previous 13F +4,726 shares

    <0.01% of the 13F portfolio, value $5,370,114.

    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 58,385 shares
    Change vs previous 13F -1,119 shares

    <0.01% of the 13F portfolio, value $5,030,451.

    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 59,504 shares
    Change vs previous 13F -17,098 shares

    <0.01% of the 13F portfolio, value $5,037,013.

    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 76,602 shares
    Change vs previous 13F -60,980 shares

    <0.01% of the 13F portfolio, value $5,824,816.

    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 137,582 shares
    Change vs previous 13F -1,532 shares

    0.01% of the 13F portfolio, value $8,876,790.

    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 139,114 shares
    Change vs previous 13F +81,861 shares

    0.01% of the 13F portfolio, value $9,717,112.

    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 57,253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,600,068.

    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).