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Disclosery

FIRST TRUST ADVISORS LP: DOCU position timeline

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

FIRST TRUST ADVISORS LP held 1,189,788 DOCU 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 1,189,788 shares
    Change vs previous 13F +294,154 shares

    0.03% of the 13F portfolio, value $52,850,276.

    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 895,634 shares
    Change vs previous 13F -41,266 shares

    0.03% of the 13F portfolio, value $42,462,007.

    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 936,900 shares
    Change vs previous 13F -206,906 shares

    0.05% of the 13F portfolio, value $64,083,960.

    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 1,143,806 shares
    Change vs previous 13F -165,177 shares

    0.06% of the 13F portfolio, value $82,456,887.

    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 1,308,983 shares
    Change vs previous 13F -11,627 shares

    0.08% of the 13F portfolio, value $101,956,882.

    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 1,320,610 shares
    Change vs previous 13F -4,079 shares

    0.1% of the 13F portfolio, value $107,497,776.

    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 1,324,689 shares
    Change vs previous 13F +319,956 shares

    0.11% of the 13F portfolio, value $119,142,362.

    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 1,004,733 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $62,383,871.

    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).