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Disclosery

FIRST TRUST ADVISORS LP: IR position timeline

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

FIRST TRUST ADVISORS LP held 20,043 IR 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 20,043 shares
    Change vs previous 13F -5,030 shares

    <0.01% of the 13F portfolio, value $1,643,346.

    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 25,073 shares
    Change vs previous 13F +2,559 shares

    <0.01% of the 13F portfolio, value $2,008,870.

    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 22,514 shares
    Change vs previous 13F -1,597 shares

    <0.01% of the 13F portfolio, value $1,783,588.

    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 24,111 shares
    Change vs previous 13F -53,164 shares

    <0.01% of the 13F portfolio, value $1,992,073.

    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 77,275 shares
    Change vs previous 13F +15,954 shares

    0.01% of the 13F portfolio, value $6,427,755.

    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 61,321 shares
    Change vs previous 13F -25,708 shares

    <0.01% of the 13F portfolio, value $4,907,535.

    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 87,029 shares
    Change vs previous 13F -55,216 shares

    0.01% of the 13F portfolio, value $7,872,654.

    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 142,245 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,962,769.

    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).