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FIRST TRUST ADVISORS LP: IT position timeline

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

FIRST TRUST ADVISORS LP held 26,415 IT 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 26,415 shares
    Change vs previous 13F +1,768 shares

    <0.01% of the 13F portfolio, value $3,423,958.

    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 24,647 shares
    Change vs previous 13F -1,162 shares

    <0.01% of the 13F portfolio, value $3,902,662.

    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 25,809 shares
    Change vs previous 13F -456,434 shares

    <0.01% of the 13F portfolio, value $6,511,185.

    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 482,243 shares
    Change vs previous 13F +66,815 shares

    0.09% of the 13F portfolio, value $126,767,214.

    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 415,428 shares
    Change vs previous 13F +57,278 shares

    0.14% of the 13F portfolio, value $167,924,301.

    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 358,150 shares
    Change vs previous 13F +312,378 shares

    0.13% of the 13F portfolio, value $150,329,900.

    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 45,772 shares
    Change vs previous 13F +23,815 shares

    0.02% of the 13F portfolio, value $22,175,069.

    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 21,957 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,126,926.

    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).