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FIRST TRUST ADVISORS LP: ET position timeline

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

FIRST TRUST ADVISORS LP held 1,233,500 ET 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 1,233,500 shares
    Share basis changed not comparable

    Membership change: First Trust Capital Management L.P. left the group. 0.01% of the 13F portfolio, value $23,584,523.

    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 827,648 shares
    Change vs previous 13F +172,852 shares

    0.01% of the 13F portfolio, value $15,973,610.

    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: 815,302 shares
    • First Trust Capital Management L.P.: 12,346 shares

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

  3. period ended2025-12-31
    13F 654,796 shares
    Change vs previous 13F -16,171 shares

    0.01% of the 13F portfolio, value $10,797,590.

    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: 642,450 shares
    • First Trust Capital Management L.P.: 12,346 shares

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

  4. period ended2025-09-30
    13F 670,967 shares
    Change vs previous 13F +31,260 shares

    0.01% of the 13F portfolio, value $11,513,789.

    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: 658,940 shares
    • First Trust Capital Management L.P.: 12,027 shares

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

  5. period ended2025-06-30
    13F 639,707 shares
    Change vs previous 13F +50,945 shares

    0.01% of the 13F portfolio, value $11,597,890.

    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: 627,680 shares
    • First Trust Capital Management L.P.: 12,027 shares

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

  6. period ended2025-03-31
    13F/A 588,762 shares
    Change vs previous 13F +366,123 shares

    0.01% of the 13F portfolio, value $10,945,078.

    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: 576,735 shares
    • First Trust Capital Management L.P.: 12,027 shares

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

  7. period ended2024-12-31
    13F/A 222,639 shares
    Change vs previous 13F -24,762 shares

    <0.01% of the 13F portfolio, value $4,361,508.

    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: 209,892 shares
    • First Trust Capital Management L.P.: 12,747 shares

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

  8. period ended2024-09-30
    13F 247,401 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,970,791.

    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: 231,918 shares
    • First Trust Capital Management L.P.: 15,483 shares

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