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Disclosery

FIRST TRUST ADVISORS LP: IVE position timeline

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

FIRST TRUST ADVISORS LP held 23,591 IVE 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 23,591 shares
    Change vs previous 13F +168 shares

    <0.01% of the 13F portfolio, value $5,356,572.

    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 23,423 shares
    Change vs previous 13F -138 shares

    <0.01% of the 13F portfolio, value $4,945,766.

    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 23,561 shares
    Change vs previous 13F +965 shares

    <0.01% of the 13F portfolio, value $4,996,581.

    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 22,596 shares
    Change vs previous 13F -3,931 shares

    <0.01% of the 13F portfolio, value $4,666,299.

    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 26,527 shares
    Change vs previous 13F +731 shares

    <0.01% of the 13F portfolio, value $5,183,906.

    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 25,796 shares
    Change vs previous 13F -1,119 shares

    <0.01% of the 13F portfolio, value $4,916,201.

    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 26,915 shares
    Change vs previous 13F +556 shares

    <0.01% of the 13F portfolio, value $5,137,535.

    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 26,359 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,197,204.

    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).