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Disclosery

FIRST TRUST ADVISORS LP: JRI position timeline

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

FIRST TRUST ADVISORS LP held 95,004 JRI 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 95,004 shares
    Change vs previous 13F +25,800 shares

    <0.01% of the 13F portfolio, value $1,231,251.

    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 69,204 shares
    Change vs previous 13F -43,473 shares

    <0.01% of the 13F portfolio, value $851,209.

    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 112,677 shares
    Change vs previous 13F -4,594 shares

    <0.01% of the 13F portfolio, value $1,533,531.

    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 117,271 shares
    Change vs previous 13F -827 shares

    <0.01% of the 13F portfolio, value $1,671,109.

    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 118,098 shares
    Change vs previous 13F +923 shares

    <0.01% of the 13F portfolio, value $1,594,321.

    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 117,175 shares
    Change vs previous 13F -1,768 shares

    <0.01% of the 13F portfolio, value $1,516,242.

    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 118,943 shares
    Change vs previous 13F +3,535 shares

    <0.01% of the 13F portfolio, value $1,442,776.

    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 115,408 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,577,625.

    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).