Skip to content
Disclosery

FIRST TRUST ADVISORS LP: IBKR position timeline

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

FIRST TRUST ADVISORS LP held 2,106,272 IBKR 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 2,106,272 shares
    Change vs previous 13F -192,896 shares

    0.11% of the 13F portfolio, value $183,329,846.

    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 2,299,168 shares
    Change vs previous 13F -336,201 shares

    0.11% of the 13F portfolio, value $154,205,166.

    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 2,635,369 shares
    Change vs previous 13F -220,730 shares

    0.12% of the 13F portfolio, value $169,480,599.

    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 2,856,099 shares
    Change vs previous 13F +1,351,285 shares

    0.15% of the 13F portfolio, value $196,528,155.

    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 1,504,814 shares
    Change vs previous 13F +1,135,535 shares

    0.07% of the 13F portfolio, value $83,381,743.

    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 369,279 shares
    Change vs previous 13F +295,845 shares

    0.05% of the 13F portfolio, value $61,148,908.

    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 73,434 shares
    Change vs previous 13F -13,455 shares

    0.01% of the 13F portfolio, value $12,973,584.

    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 86,889 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,108,851.

    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).