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Disclosery

FIRST TRUST ADVISORS LP: BTZ position timeline

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

FIRST TRUST ADVISORS LP held 223,860 BTZ 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 223,860 shares
    Change vs previous 13F +14,177 shares

    <0.01% of the 13F portfolio, value $2,287,849.

    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 209,683 shares
    Change vs previous 13F +78,497 shares

    <0.01% of the 13F portfolio, value $2,117,798.

    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 131,186 shares
    Change vs previous 13F +5,295 shares

    <0.01% of the 13F portfolio, value $1,420,744.

    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 125,891 shares
    Change vs previous 13F +37,723 shares

    <0.01% of the 13F portfolio, value $1,391,095.

    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 88,168 shares
    Change vs previous 13F +3,052 shares

    <0.01% of the 13F portfolio, value $962,794.

    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 85,116 shares
    Change vs previous 13F +30,777 shares

    <0.01% of the 13F portfolio, value $912,443.

    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 54,339 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $568,385.

    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).