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FIRST TRUST ADVISORS LP: FORM position timeline

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

FIRST TRUST ADVISORS LP held 163,706 FORM 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 163,706 shares
    Change vs previous 13F +63,333 shares

    0.02% of the 13F portfolio, value $26,181,500.

    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 100,373 shares
    Change vs previous 13F +80,726 shares

    0.01% of the 13F portfolio, value $9,735,177.

    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 19,647 shares
    Change vs previous 13F -41,391 shares

    <0.01% of the 13F portfolio, value $1,095,909.

    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 61,038 shares
    Change vs previous 13F +37,351 shares

    <0.01% of the 13F portfolio, value $2,223,003.

    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 23,687 shares
    Change vs previous 13F +3,539 shares

    <0.01% of the 13F portfolio, value $815,069.

    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 20,148 shares
    Change vs previous 13F -31,272 shares

    <0.01% of the 13F portfolio, value $569,986.

    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 51,420 shares
    Change vs previous 13F -151,785 shares

    <0.01% of the 13F portfolio, value $2,262,480.

    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 203,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,347,430.

    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).