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Disclosery

FIRST TRUST ADVISORS LP: IQ position timeline

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

FIRST TRUST ADVISORS LP held 19,598 IQ 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 19,598 shares
    Change vs previous 13F +3,267 shares

    <0.01% of the 13F portfolio, value $20,381.

    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 16,331 shares
    Change vs previous 13F -3,098 shares

    <0.01% of the 13F portfolio, value $22,046.

    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 19,429 shares
    Change vs previous 13F -4,914 shares

    <0.01% of the 13F portfolio, value $37,303.

    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 24,343 shares
    Change vs previous 13F +4,070 shares

    <0.01% of the 13F portfolio, value $62,318.

    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 20,273 shares
    Change vs previous 13F +5,699 shares

    <0.01% of the 13F portfolio, value $35,883.

    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 14,574 shares
    Change vs previous 13F +2,486 shares

    <0.01% of the 13F portfolio, value $32,937.

    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 12,088 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,296.

    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).