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FIRST TRUST ADVISORS LP: FPE position timeline

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

FIRST TRUST ADVISORS LP held 357,462 FPE 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 357,462 shares
    Change vs previous 13F +26,409 shares

    <0.01% of the 13F portfolio, value $6,391,420.

    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 331,053 shares
    Change vs previous 13F -17,226 shares

    <0.01% of the 13F portfolio, value $5,876,190.

    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 348,279 shares
    Change vs previous 13F +73,542 shares

    <0.01% of the 13F portfolio, value $6,345,639.

    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 274,737 shares
    Change vs previous 13F +111,193 shares

    <0.01% of the 13F portfolio, value $5,011,193.

    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 163,544 shares
    Change vs previous 13F +1,496 shares

    <0.01% of the 13F portfolio, value $2,911,088.

    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/A 162,048 shares
    Change vs previous 13F -7,233 shares

    <0.01% of the 13F portfolio, value $2,850,423.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 162,048 shares
    • First Trust Capital Management L.P.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 169,281 shares
    Change vs previous 13F +59,022 shares

    <0.01% of the 13F portfolio, value $2,996,273.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 148,837 shares
    • First Trust Capital Management L.P.: 20,444 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 110,259 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,995,687.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 88,037 shares
    • First Trust Capital Management L.P.: 22,222 shares

    Acceptance time not in the bulk data set (spec §4.2).