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FIRST TRUST ADVISORS LP: FMF position timeline

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

FIRST TRUST ADVISORS LP held 1,098,446 FMF 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 1,098,446 shares
    Change vs previous 13F +896,081 shares

    0.03% of the 13F portfolio, value $55,054,113.

    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 202,365 shares
    Change vs previous 13F +46,842 shares

    0.01% of the 13F portfolio, value $10,243,713.

    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 155,523 shares
    Change vs previous 13F +39,622 shares

    0.01% of the 13F portfolio, value $7,317,354.

    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 115,901 shares
    Change vs previous 13F +20,061 shares

    <0.01% of the 13F portfolio, value $5,644,364.

    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 95,840 shares
    Change vs previous 13F -3,254 shares

    <0.01% of the 13F portfolio, value $4,332,923.

    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 99,094 shares
    Change vs previous 13F +36,786 shares

    <0.01% of the 13F portfolio, value $4,570,212.

    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 62,308 shares
    Change vs previous 13F +14,242 shares

    <0.01% of the 13F portfolio, value $2,964,611.

    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 48,066 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,283,135.

    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).