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Disclosery

FIRST TRUST ADVISORS LP: BMO position timeline

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

FIRST TRUST ADVISORS LP held 205,963 BMO 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 205,963 shares
    Change vs previous 13F -66,453 shares

    0.02% of the 13F portfolio, value $36,393,603.

    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 272,416 shares
    Change vs previous 13F -15,767 shares

    0.03% of the 13F portfolio, value $36,868,818.

    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 288,183 shares
    Change vs previous 13F -12,212 shares

    0.03% of the 13F portfolio, value $37,404,007.

    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 300,395 shares
    Change vs previous 13F -70,423 shares

    0.03% of the 13F portfolio, value $39,126,966.

    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 370,818 shares
    Change vs previous 13F -59,750 shares

    0.03% of the 13F portfolio, value $41,025,142.

    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 430,568 shares
    Change vs previous 13F -16,867 shares

    0.04% of the 13F portfolio, value $41,123,439.

    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 447,435 shares
    Change vs previous 13F -85,146 shares

    0.04% of the 13F portfolio, value $43,423,773.

    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 532,581 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $48,039,048.

    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).