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FIRST TRUST ADVISORS LP: GEN position timeline

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

FIRST TRUST ADVISORS LP held 15,479,704 GEN 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 15,479,704 shares
    Change vs previous 13F +670,761 shares

    0.23% of the 13F portfolio, value $385,289,679.

    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 14,808,943 shares
    Change vs previous 13F -5,132,603 shares

    0.2% of the 13F portfolio, value $278,852,364.

    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 19,941,546 shares
    Change vs previous 13F +3,640,451 shares

    0.39% of the 13F portfolio, value $542,210,643.

    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 16,301,095 shares
    Change vs previous 13F +401,937 shares

    0.34% of the 13F portfolio, value $462,787,962.

    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 15,899,158 shares
    Change vs previous 13F +1,088,983 shares

    0.38% of the 13F portfolio, value $467,435,550.

    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 14,810,175 shares
    Change vs previous 13F +2,866,484 shares

    0.35% of the 13F portfolio, value $393,062,128.

    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 11,943,691 shares
    Change vs previous 13F -172,057 shares

    0.29% of the 13F portfolio, value $327,018,250.

    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 12,115,748 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $332,334,826.

    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).