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Disclosery

FIRST TRUST ADVISORS LP: EDR position timeline

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

FIRST TRUST ADVISORS LP held 0 EDR shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -2,687,745 shares

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 0 shares
    • First Trust Capital Management L.P.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F/A 2,687,745 shares
    Change vs previous 13F +356,848 shares

    0.07% of the 13F portfolio, value $84,099,541.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 2,640,849 shares
    • First Trust Capital Management L.P.: 46,896 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 2,330,897 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $66,570,418.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 2,280,651 shares
    • First Trust Capital Management L.P.: 50,246 shares

    Acceptance time not in the bulk data set (spec §4.2).