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Disclosery

FIRST TRUST ADVISORS LP: JEF position timeline

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

FIRST TRUST ADVISORS LP held 928,364 JEF 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 928,364 shares
    Change vs previous 13F +751,315 shares

    0.03% of the 13F portfolio, value $46,399,657.

    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 177,049 shares
    Change vs previous 13F -428,268 shares

    0.01% of the 13F portfolio, value $7,306,829.

    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 605,317 shares
    Change vs previous 13F +236,843 shares

    0.03% of the 13F portfolio, value $37,511,524.

    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 368,474 shares
    Change vs previous 13F -31,349 shares

    0.02% of the 13F portfolio, value $24,105,592.

    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 399,823 shares
    Change vs previous 13F -115,909 shares

    0.02% of the 13F portfolio, value $21,866,333.

    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 515,732 shares
    Change vs previous 13F -70,619 shares

    0.02% of the 13F portfolio, value $27,627,772.

    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 586,351 shares
    Change vs previous 13F +225,873 shares

    0.04% of the 13F portfolio, value $45,969,928.

    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 360,478 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $22,187,420.

    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).