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Disclosery

FIRST TRUST ADVISORS LP: FISI position timeline

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

FIRST TRUST ADVISORS LP held 7,108 FISI 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 7,108 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $276,998.

    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 7,190 shares
    Change vs previous 13F -835 shares

    <0.01% of the 13F portfolio, value $227,994.

    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 8,025 shares
    Change vs previous 13F -3,150 shares

    <0.01% of the 13F portfolio, value $250,139.

    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 11,175 shares
    Change vs previous 13F -66,672 shares

    <0.01% of the 13F portfolio, value $303,960.

    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 77,847 shares
    Change vs previous 13F +5,652 shares

    <0.01% of the 13F portfolio, value $1,999,110.

    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 72,195 shares
    Change vs previous 13F +13,911 shares

    <0.01% of the 13F portfolio, value $1,801,987.

    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 58,284 shares
    Change vs previous 13F -5,407 shares

    <0.01% of the 13F portfolio, value $1,590,570.

    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 63,691 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,622,209.

    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).