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FIRST TRUST ADVISORS LP: BOKF position timeline

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

FIRST TRUST ADVISORS LP held 89,956 BOKF 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 89,956 shares
    Change vs previous 13F -242,493 shares

    0.01% of the 13F portfolio, value $12,493,089.

    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 332,449 shares
    Change vs previous 13F -109,042 shares

    0.03% of the 13F portfolio, value $42,573,418.

    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 441,491 shares
    Change vs previous 13F -86,110 shares

    0.04% of the 13F portfolio, value $52,299,023.

    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 527,601 shares
    Change vs previous 13F +150,210 shares

    0.04% of the 13F portfolio, value $58,795,855.

    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 377,391 shares
    Change vs previous 13F +183,668 shares

    0.03% of the 13F portfolio, value $36,844,683.

    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 193,723 shares
    Change vs previous 13F +35,086 shares

    0.02% of the 13F portfolio, value $20,176,250.

    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 158,637 shares
    Change vs previous 13F +54,075 shares

    0.01% of the 13F portfolio, value $16,886,908.

    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 104,562 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,939,276.

    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).