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Disclosery

FIRST TRUST ADVISORS LP: ESS position timeline

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

FIRST TRUST ADVISORS LP held 123,272 ESS 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 123,272 shares
    Change vs previous 13F -25,975 shares

    0.02% of the 13F portfolio, value $35,944,966.

    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 149,247 shares
    Change vs previous 13F +137,810 shares

    0.03% of the 13F portfolio, value $36,117,854.

    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 11,437 shares
    Change vs previous 13F +696 shares

    <0.01% of the 13F portfolio, value $2,992,913.

    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 10,741 shares
    Change vs previous 13F -22,873 shares

    <0.01% of the 13F portfolio, value $2,875,004.

    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 33,614 shares
    Change vs previous 13F +21,871 shares

    0.01% of the 13F portfolio, value $9,526,266.

    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 11,743 shares
    Change vs previous 13F -11,868 shares

    <0.01% of the 13F portfolio, value $3,600,109.

    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 23,611 shares
    Change vs previous 13F -11,587 shares

    0.01% of the 13F portfolio, value $6,739,572.

    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 35,198 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,398,193.

    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).