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FIRST TRUST ADVISORS LP: DRI position timeline

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

FIRST TRUST ADVISORS LP held 69,803 DRI 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 69,803 shares
    Change vs previous 13F -6,022 shares

    0.01% of the 13F portfolio, value $14,380,128.

    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 75,825 shares
    Change vs previous 13F -16,695 shares

    0.01% of the 13F portfolio, value $14,864,726.

    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 92,520 shares
    Change vs previous 13F -9,778 shares

    0.01% of the 13F portfolio, value $17,025,599.

    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 102,298 shares
    Change vs previous 13F +22,297 shares

    0.01% of the 13F portfolio, value $19,473,386.

    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 80,001 shares
    Change vs previous 13F +2,553 shares

    0.01% of the 13F portfolio, value $17,437,727.

    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 77,448 shares
    Change vs previous 13F -66,499 shares

    0.01% of the 13F portfolio, value $16,090,640.

    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 143,947 shares
    Change vs previous 13F +35,894 shares

    0.02% of the 13F portfolio, value $26,873,485.

    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 108,053 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,734,738.

    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).