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FIRST TRUST ADVISORS LP: FMB position timeline

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

FIRST TRUST ADVISORS LP held 13,181 FMB 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 13,181 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $677,071.

    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 13,076 shares
    Change vs previous 13F -864 shares

    <0.01% of the 13F portfolio, value $662,430.

    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 13,940 shares
    Change vs previous 13F +841 shares

    <0.01% of the 13F portfolio, value $712,811.

    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 13,099 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $664,138.

    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 12,879 shares
    Change vs previous 13F -18,050 shares

    <0.01% of the 13F portfolio, value $641,637.

    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 30,929 shares
    Change vs previous 13F -2,404 shares

    <0.01% of the 13F portfolio, value $1,559,508.

    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 33,333 shares
    Change vs previous 13F +2,852 shares

    <0.01% of the 13F portfolio, value $1,700,316.

    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 30,481 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,583,792.

    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).