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Disclosery

FIRST TRUST ADVISORS LP: FTI position timeline

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

FIRST TRUST ADVISORS LP held 385,105 FTI 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 385,105 shares
    Change vs previous 13F -62,685 shares

    0.02% of the 13F portfolio, value $25,532,367.

    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 447,790 shares
    Change vs previous 13F +114,656 shares

    0.02% of the 13F portfolio, value $30,955,926.

    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 333,134 shares
    Change vs previous 13F -6,014 shares

    0.01% of the 13F portfolio, value $14,844,472.

    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 339,148 shares
    Change vs previous 13F +41,826 shares

    0.01% of the 13F portfolio, value $13,379,390.

    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 297,322 shares
    Change vs previous 13F -73,736 shares

    0.01% of the 13F portfolio, value $10,239,769.

    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 371,058 shares
    Change vs previous 13F +114,448 shares

    0.01% of the 13F portfolio, value $11,758,828.

    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 256,610 shares
    Change vs previous 13F -14,585 shares

    0.01% of the 13F portfolio, value $7,426,293.

    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 271,195 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,113,444.

    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).