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Disclosery

FIRST TRUST ADVISORS LP: IP position timeline

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

FIRST TRUST ADVISORS LP held 217,234 IP 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 217,234 shares
    Change vs previous 13F -148,923 shares

    <0.01% of the 13F portfolio, value $8,276,618.

    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 366,157 shares
    Change vs previous 13F +25,285 shares

    0.01% of the 13F portfolio, value $13,071,795.

    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 340,872 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $13,426,949.

    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 340,864 shares
    Change vs previous 13F +119,712 shares

    0.01% of the 13F portfolio, value $15,816,098.

    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 221,152 shares
    Change vs previous 13F -123,586 shares

    0.01% of the 13F portfolio, value $10,356,533.

    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 344,738 shares
    Change vs previous 13F -94,838 shares

    0.02% of the 13F portfolio, value $18,391,779.

    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 439,576 shares
    Change vs previous 13F +244,875 shares

    0.02% of the 13F portfolio, value $23,657,961.

    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 194,701 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,511,143.

    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).