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Disclosery

FIRST TRUST ADVISORS LP: IQI position timeline

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

FIRST TRUST ADVISORS LP held 10,865 IQI 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 10,865 shares
    Change vs previous 13F -4,102 shares

    <0.01% of the 13F portfolio, value $109,953.

    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 14,967 shares
    Change vs previous 13F +272 shares

    <0.01% of the 13F portfolio, value $143,982.

    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 14,695 shares
    Change vs previous 13F +823 shares

    <0.01% of the 13F portfolio, value $146,362.

    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 13,872 shares
    Change vs previous 13F -1,103 shares

    <0.01% of the 13F portfolio, value $136,639.

    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 14,975 shares
    Change vs previous 13F -194 shares

    <0.01% of the 13F portfolio, value $140,465.

    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 15,169 shares
    Change vs previous 13F -598 shares

    <0.01% of the 13F portfolio, value $146,835.

    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 15,767 shares
    Change vs previous 13F -2,556 shares

    <0.01% of the 13F portfolio, value $155,462.

    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 18,323 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $191,292.

    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).