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FIRST TRUST ADVISORS LP: FIVE position timeline

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

FIRST TRUST ADVISORS LP held 91,546 FIVE 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 91,546 shares
    Change vs previous 13F +31,167 shares

    0.01% of the 13F portfolio, value $16,458,996.

    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 60,379 shares
    Change vs previous 13F -10,368 shares

    0.01% of the 13F portfolio, value $13,795,393.

    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 70,747 shares
    Change vs previous 13F +43,300 shares

    0.01% of the 13F portfolio, value $13,325,904.

    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 27,447 shares
    Change vs previous 13F -81,168 shares

    <0.01% of the 13F portfolio, value $4,246,050.

    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 108,615 shares
    Change vs previous 13F +47,522 shares

    0.01% of the 13F portfolio, value $14,248,115.

    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 61,093 shares
    Change vs previous 13F -125,729 shares

    <0.01% of the 13F portfolio, value $4,577,393.

    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 186,822 shares
    Change vs previous 13F +113,329 shares

    0.02% of the 13F portfolio, value $19,608,837.

    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 73,493 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,493,106.

    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).