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Disclosery

FIRST TRUST ADVISORS LP: FR position timeline

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

FIRST TRUST ADVISORS LP held 97,910 FR 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 97,910 shares
    Change vs previous 13F -36,906 shares

    <0.01% of the 13F portfolio, value $6,002,861.

    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 134,816 shares
    Change vs previous 13F +75,663 shares

    0.01% of the 13F portfolio, value $7,799,104.

    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 59,153 shares
    Change vs previous 13F +18,334 shares

    <0.01% of the 13F portfolio, value $3,387,691.

    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 40,819 shares
    Change vs previous 13F -46,047 shares

    <0.01% of the 13F portfolio, value $2,100,952.

    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 86,866 shares
    Change vs previous 13F +50,839 shares

    <0.01% of the 13F portfolio, value $4,180,859.

    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 36,027 shares
    Change vs previous 13F -34,460 shares

    <0.01% of the 13F portfolio, value $1,944,016.

    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 70,487 shares
    Change vs previous 13F +28,432 shares

    <0.01% of the 13F portfolio, value $3,533,512.

    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 42,055 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,354,238.

    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).