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Disclosery

FIRST TRUST ADVISORS LP: IX position timeline

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

FIRST TRUST ADVISORS LP held 66,709 IX 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 66,709 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $2,537,618.

    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 66,574 shares
    Change vs previous 13F +11,619 shares

    <0.01% of the 13F portfolio, value $1,996,553.

    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 54,955 shares
    Change vs previous 13F +4,374 shares

    <0.01% of the 13F portfolio, value $1,605,784.

    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 50,581 shares
    Change vs previous 13F -17,776 shares

    <0.01% of the 13F portfolio, value $1,321,183.

    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 68,357 shares
    Change vs previous 13F -2,971 shares

    <0.01% of the 13F portfolio, value $1,539,401.

    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 71,328 shares
    Change vs previous 13F +53,942 shares

    <0.01% of the 13F portfolio, value $1,490,050.

    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 17,386 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,846,880.

    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).