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FIRST TRUST ADVISORS LP: K position timeline

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

FIRST TRUST ADVISORS LP held 0 K shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -963,144 shares

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 0 shares
    • First Trust Capital Management L.P.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 963,144 shares
    Change vs previous 13F -437,229 shares

    0.06% of the 13F portfolio, value $78,997,025.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 487,831 shares
    • First Trust Capital Management L.P.: 475,313 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 1,400,373 shares
    Change vs previous 13F -390,446 shares

    0.09% of the 13F portfolio, value $111,371,703.

    13F-HR 0001604488-25-000180 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 487,843 shares
    • First Trust Capital Management L.P.: 912,530 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F/A 1,790,819 shares
    Change vs previous 13F +128,354 shares

    0.13% of the 13F portfolio, value $147,724,676.

    13F-HR/A 0001604488-25-000158 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 772,789 shares
    • First Trust Capital Management L.P.: 1,018,030 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F/A 1,662,465 shares
    Change vs previous 13F +149,191 shares

    0.12% of the 13F portfolio, value $134,609,791.

    13F-HR/A 0001604488-25-000156 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 782,731 shares
    • First Trust Capital Management L.P.: 879,734 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 1,513,274 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $122,136,343.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 905,399 shares
    • First Trust Capital Management L.P.: 607,875 shares

    Acceptance time not in the bulk data set (spec §4.2).