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FIRST TRUST ADVISORS LP: DX position timeline

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

FIRST TRUST ADVISORS LP held 344,445 DX 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 344,445 shares
    Change vs previous 13F -186,970 shares

    <0.01% of the 13F portfolio, value $4,515,673.

    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 531,415 shares
    Change vs previous 13F +313,427 shares

    <0.01% of the 13F portfolio, value $6,780,855.

    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 217,988 shares
    Change vs previous 13F +117,698 shares

    <0.01% of the 13F portfolio, value $3,054,011.

    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 100,290 shares
    Change vs previous 13F -262,917 shares

    <0.01% of the 13F portfolio, value $1,232,564.

    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 363,207 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,438,389.

    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).