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Disclosery

FIRST TRUST ADVISORS LP: DOCS position timeline

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

FIRST TRUST ADVISORS LP held 48,776 DOCS 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 48,776 shares
    Change vs previous 13F +23,935 shares

    <0.01% of the 13F portfolio, value $1,011,614.

    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 24,841 shares
    Change vs previous 13F -308,124 shares

    <0.01% of the 13F portfolio, value $578,795.

    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 332,965 shares
    Change vs previous 13F -127,997 shares

    0.01% of the 13F portfolio, value $14,743,708.

    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 460,962 shares
    Change vs previous 13F -135,290 shares

    0.03% of the 13F portfolio, value $33,719,327.

    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 596,252 shares
    Change vs previous 13F -136,434 shares

    0.03% of the 13F portfolio, value $36,574,246.

    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 732,686 shares
    Change vs previous 13F -111,814 shares

    0.04% of the 13F portfolio, value $42,517,860.

    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 844,500 shares
    Change vs previous 13F +308,870 shares

    0.04% of the 13F portfolio, value $45,087,723.

    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 535,630 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $23,337,394.

    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).