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Disclosery

FIRST TRUST ADVISORS LP: FPEI position timeline

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

FIRST TRUST ADVISORS LP held 210,613 FPEI 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 210,613 shares
    Change vs previous 13F -2,887 shares

    <0.01% of the 13F portfolio, value $4,062,717.

    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 213,500 shares
    Change vs previous 13F +24,222 shares

    <0.01% of the 13F portfolio, value $4,056,500.

    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 189,278 shares
    Change vs previous 13F +15,842 shares

    <0.01% of the 13F portfolio, value $3,670,099.

    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 173,436 shares
    Change vs previous 13F -88,628 shares

    <0.01% of the 13F portfolio, value $3,354,247.

    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 262,064 shares
    Change vs previous 13F +19,155 shares

    <0.01% of the 13F portfolio, value $4,976,590.

    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 242,909 shares
    Change vs previous 13F -2,666 shares

    <0.01% of the 13F portfolio, value $4,542,397.

    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 245,575 shares
    Change vs previous 13F +171,784 shares

    <0.01% of the 13F portfolio, value $4,592,251.

    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 73,791 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,407,193.

    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).