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FIRST TRUST ADVISORS LP: FERG position timeline

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

FIRST TRUST ADVISORS LP held 350,410 FERG 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 350,410 shares
    Change vs previous 13F -24,531 shares

    0.05% of the 13F portfolio, value $83,162,421.

    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 374,941 shares
    Change vs previous 13F -53,363 shares

    0.06% of the 13F portfolio, value $87,458,611.

    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 428,304 shares
    Change vs previous 13F -6,061 shares

    0.07% of the 13F portfolio, value $95,353,372.

    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 434,365 shares
    Change vs previous 13F -106,045 shares

    0.07% of the 13F portfolio, value $97,549,622.

    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 540,410 shares
    Change vs previous 13F +76,930 shares

    0.09% of the 13F portfolio, value $117,674,462.

    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 463,480 shares
    Change vs previous 13F +56,068 shares

    0.07% of the 13F portfolio, value $74,263,504.

    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 407,412 shares
    Change vs previous 13F -15,646 shares

    0.06% of the 13F portfolio, value $70,714,527.

    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 423,058 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $84,006,622.

    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).