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Disclosery

FIRST TRUST ADVISORS LP: FTA position timeline

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

FIRST TRUST ADVISORS LP held 9,994 FTA 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 9,994 shares
    Change vs previous 13F -2,950 shares

    <0.01% of the 13F portfolio, value $967,374.

    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 12,944 shares
    Change vs previous 13F -1,344 shares

    <0.01% of the 13F portfolio, value $1,195,377.

    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 14,288 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $1,230,914.

    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 14,305 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $1,192,010.

    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 14,288 shares
    Change vs previous 13F -382 shares

    <0.01% of the 13F portfolio, value $1,123,448.

    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 14,670 shares
    Change vs previous 13F -4,110 shares

    <0.01% of the 13F portfolio, value $1,125,464.

    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 18,780 shares
    Change vs previous 13F +2,524 shares

    <0.01% of the 13F portfolio, value $1,435,899.

    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 16,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,286,337.

    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).