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FIRST TRUST ADVISORS LP: EW position timeline

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

FIRST TRUST ADVISORS LP held 203,714 EW 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 203,714 shares
    Change vs previous 13F -148,601 shares

    0.01% of the 13F portfolio, value $18,427,952.

    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 352,315 shares
    Change vs previous 13F +182,047 shares

    0.02% of the 13F portfolio, value $28,213,380.

    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 170,268 shares
    Change vs previous 13F +42,974 shares

    0.01% of the 13F portfolio, value $14,515,360.

    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 127,294 shares
    Change vs previous 13F -33,056 shares

    0.01% of the 13F portfolio, value $9,899,609.

    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 160,350 shares
    Change vs previous 13F -8,739 shares

    0.01% of the 13F portfolio, value $12,540,999.

    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 169,089 shares
    Change vs previous 13F -101,522 shares

    0.01% of the 13F portfolio, value $12,255,572.

    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 270,611 shares
    Change vs previous 13F +108,057 shares

    0.02% of the 13F portfolio, value $20,033,227.

    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 162,554 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,726,936.

    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).