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Disclosery

FIRST TRUST ADVISORS LP: CDP position timeline

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

FIRST TRUST ADVISORS LP held 113,956 CDP 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 113,956 shares
    Change vs previous 13F +86,612 shares

    <0.01% of the 13F portfolio, value $4,146,858.

    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 27,344 shares
    Change vs previous 13F -75,627 shares

    <0.01% of the 13F portfolio, value $836,725.

    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 102,971 shares
    Change vs previous 13F -51,901 shares

    <0.01% of the 13F portfolio, value $2,862,593.

    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 154,872 shares
    Change vs previous 13F -39,052 shares

    <0.01% of the 13F portfolio, value $4,500,579.

    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 193,924 shares
    Change vs previous 13F +1,662 shares

    <0.01% of the 13F portfolio, value $5,348,423.

    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 192,262 shares
    Change vs previous 13F +85,044 shares

    <0.01% of the 13F portfolio, value $5,242,983.

    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 107,218 shares
    Change vs previous 13F -39,756 shares

    <0.01% of the 13F portfolio, value $3,318,396.

    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 146,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,457,720.

    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).