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FIRST TRUST ADVISORS LP: EPD position timeline

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

FIRST TRUST ADVISORS LP held 193,762 EPD 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 193,762 shares
    Share basis changed not comparable

    Membership change: First Trust Capital Management L.P. left the group. <0.01% of the 13F portfolio, value $7,122,687.

    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 95,161 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $3,600,873.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 88,824 shares
    • First Trust Capital Management L.P.: 6,337 shares

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

  3. period ended2025-12-31
    13F 97,414 shares
    Change vs previous 13F -5,674 shares

    <0.01% of the 13F portfolio, value $3,123,092.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 91,077 shares
    • First Trust Capital Management L.P.: 6,337 shares

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

  4. period ended2025-09-30
    13F 103,088 shares
    Change vs previous 13F -219,896 shares

    <0.01% of the 13F portfolio, value $3,223,561.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 96,362 shares
    • First Trust Capital Management L.P.: 6,726 shares

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

  5. period ended2025-06-30
    13F 322,984 shares
    Change vs previous 13F -26,432 shares

    0.01% of the 13F portfolio, value $10,015,733.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 316,258 shares
    • First Trust Capital Management L.P.: 6,726 shares

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

  6. period ended2025-03-31
    13F/A 349,416 shares
    Change vs previous 13F +229,620 shares

    0.01% of the 13F portfolio, value $11,929,062.

    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: 349,416 shares
    • First Trust Capital Management L.P.: 0 shares

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

  7. period ended2024-12-31
    13F/A 119,796 shares
    Change vs previous 13F -4,264 shares

    <0.01% of the 13F portfolio, value $3,756,802.

    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: 112,927 shares
    • First Trust Capital Management L.P.: 6,869 shares

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

  8. period ended2024-09-30
    13F 124,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,611,392.

    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: 116,550 shares
    • First Trust Capital Management L.P.: 7,510 shares

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