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FIRST TRUST ADVISORS LP: FOR position timeline

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

FIRST TRUST ADVISORS LP held 207,796 FOR 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 207,796 shares
    Change vs previous 13F +35,710 shares

    <0.01% of the 13F portfolio, value $6,576,743.

    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 172,086 shares
    Change vs previous 13F +23,858 shares

    <0.01% of the 13F portfolio, value $4,205,781.

    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 148,228 shares
    Change vs previous 13F -24,063 shares

    <0.01% of the 13F portfolio, value $3,650,855.

    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 172,291 shares
    Change vs previous 13F +12,087 shares

    <0.01% of the 13F portfolio, value $4,581,217.

    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 160,204 shares
    Change vs previous 13F +952 shares

    <0.01% of the 13F portfolio, value $3,204,080.

    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 159,252 shares
    Change vs previous 13F +30,263 shares

    <0.01% of the 13F portfolio, value $3,366,587.

    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 128,989 shares
    Change vs previous 13F +85,669 shares

    <0.01% of the 13F portfolio, value $3,343,394.

    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 43,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,402,268.

    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).