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FIRST TRUST ADVISORS LP: BY position timeline

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

FIRST TRUST ADVISORS LP held 123,776 BY 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 123,776 shares
    Change vs previous 13F +37,267 shares

    <0.01% of the 13F portfolio, value $4,661,404.

    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 86,509 shares
    Change vs previous 13F +1,779 shares

    <0.01% of the 13F portfolio, value $2,731,089.

    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 84,730 shares
    Change vs previous 13F -33,337 shares

    <0.01% of the 13F portfolio, value $2,469,879.

    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 118,067 shares
    Change vs previous 13F -45,618 shares

    <0.01% of the 13F portfolio, value $3,273,997.

    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 163,685 shares
    Change vs previous 13F +78,870 shares

    <0.01% of the 13F portfolio, value $4,375,300.

    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 84,815 shares
    Change vs previous 13F -39,630 shares

    <0.01% of the 13F portfolio, value $2,218,760.

    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 124,445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,608,905.

    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).