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Disclosery

FIRST TRUST ADVISORS LP: EXP position timeline

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

FIRST TRUST ADVISORS LP held 69,399 EXP 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 69,399 shares
    Change vs previous 13F +8,010 shares

    0.01% of the 13F portfolio, value $15,614,264.

    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 61,389 shares
    Change vs previous 13F +4,965 shares

    0.01% of the 13F portfolio, value $11,630,009.

    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 56,424 shares
    Change vs previous 13F -60,150 shares

    0.01% of the 13F portfolio, value $11,661,788.

    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 116,574 shares
    Change vs previous 13F +14,605 shares

    0.02% of the 13F portfolio, value $27,166,238.

    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 101,969 shares
    Change vs previous 13F +5,612 shares

    0.02% of the 13F portfolio, value $20,609,132.

    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 96,357 shares
    Change vs previous 13F -9,494 shares

    0.02% of the 13F portfolio, value $21,384,640.

    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 105,851 shares
    Change vs previous 13F -18,173 shares

    0.02% of the 13F portfolio, value $26,119,694.

    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 124,024 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $35,675,491.

    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).