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FIRST TRUST ADVISORS LP: B position timeline

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

FIRST TRUST ADVISORS LP held 738,291 B 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 738,291 shares
    Change vs previous 13F +540,485 shares

    0.02% of the 13F portfolio, value $27,117,446.

    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 197,806 shares
    Change vs previous 13F +50,223 shares

    0.01% of the 13F portfolio, value $8,078,131.

    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 147,583 shares
    Change vs previous 13F +106,996 shares

    <0.01% of the 13F portfolio, value $6,428,390.

    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 40,587 shares
    Change vs previous 13F -597 shares

    <0.01% of the 13F portfolio, value $1,330,120.

    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 41,184 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $857,409.

    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).