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Disclosery

FIRST TRUST ADVISORS LP: EXC position timeline

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

FIRST TRUST ADVISORS LP held 3,659,750 EXC 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 3,659,750 shares
    Change vs previous 13F +18,723 shares

    0.1% of the 13F portfolio, value $170,617,517.

    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 3,641,027 shares
    Change vs previous 13F -795,539 shares

    0.13% of the 13F portfolio, value $178,483,140.

    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 4,436,566 shares
    Change vs previous 13F -618,186 shares

    0.14% of the 13F portfolio, value $193,389,937.

    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 5,054,752 shares
    Change vs previous 13F +1,294,297 shares

    0.17% of the 13F portfolio, value $227,514,363.

    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 3,760,455 shares
    Change vs previous 13F -132,641 shares

    0.13% of the 13F portfolio, value $163,278,935.

    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 3,893,096 shares
    Change vs previous 13F -7,866 shares

    0.16% of the 13F portfolio, value $179,393,885.

    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 3,900,962 shares
    Change vs previous 13F +169,833 shares

    0.13% of the 13F portfolio, value $146,832,207.

    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 3,731,129 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $151,297,280.

    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).