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Disclosery

FIRST TRUST ADVISORS LP: IDA position timeline

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

FIRST TRUST ADVISORS LP held 428,368 IDA 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 428,368 shares
    Change vs previous 13F -34,497 shares

    0.04% of the 13F portfolio, value $64,812,131.

    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 462,865 shares
    Change vs previous 13F -161,665 shares

    0.05% of the 13F portfolio, value $66,175,852.

    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 624,530 shares
    Change vs previous 13F -118,506 shares

    0.06% of the 13F portfolio, value $79,040,548.

    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 743,036 shares
    Change vs previous 13F -12,080 shares

    0.07% of the 13F portfolio, value $98,192,226.

    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 755,116 shares
    Change vs previous 13F -23,534 shares

    0.07% of the 13F portfolio, value $87,178,172.

    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 778,650 shares
    Change vs previous 13F +217,577 shares

    0.08% of the 13F portfolio, value $90,494,709.

    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 561,073 shares
    Change vs previous 13F -57,086 shares

    0.05% of the 13F portfolio, value $61,314,049.

    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 618,159 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $63,726,009.

    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).