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FIRST TRUST ADVISORS LP: BOX position timeline

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

FIRST TRUST ADVISORS LP held 845,355 BOX 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 845,355 shares
    Change vs previous 13F -259,042 shares

    0.01% of the 13F portfolio, value $22,435,721.

    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 1,104,397 shares
    Change vs previous 13F -60,928 shares

    0.02% of the 13F portfolio, value $26,107,945.

    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 1,165,325 shares
    Change vs previous 13F -108,221 shares

    0.03% of the 13F portfolio, value $34,854,870.

    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 1,273,546 shares
    Change vs previous 13F +74,758 shares

    0.03% of the 13F portfolio, value $41,097,329.

    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 1,198,788 shares
    Change vs previous 13F -177,928 shares

    0.03% of the 13F portfolio, value $40,962,585.

    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 1,376,716 shares
    Change vs previous 13F +10,709 shares

    0.04% of the 13F portfolio, value $42,485,455.

    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 1,366,007 shares
    Change vs previous 13F +210,002 shares

    0.04% of the 13F portfolio, value $43,165,821.

    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 1,156,005 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $37,836,043.

    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).