Skip to content
Disclosery

FIRST TRUST ADVISORS LP: COO position timeline

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

FIRST TRUST ADVISORS LP held 280,006 COO 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 280,006 shares
    Change vs previous 13F +159,858 shares

    0.01% of the 13F portfolio, value $20,079,166.

    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 120,148 shares
    Change vs previous 13F -32,742 shares

    0.01% of the 13F portfolio, value $8,590,573.

    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 152,890 shares
    Change vs previous 13F -24,442 shares

    0.01% of the 13F portfolio, value $12,530,882.

    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 177,332 shares
    Change vs previous 13F +40,998 shares

    0.01% of the 13F portfolio, value $12,157,858.

    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 136,334 shares
    Change vs previous 13F +73,165 shares

    0.01% of the 13F portfolio, value $9,701,575.

    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 63,169 shares
    Change vs previous 13F -305 shares

    <0.01% of the 13F portfolio, value $5,328,319.

    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 63,474 shares
    Change vs previous 13F -18,039 shares

    0.01% of the 13F portfolio, value $5,835,148.

    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 81,513 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,994,142.

    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).