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Disclosery

FIRST TRUST ADVISORS LP: KBE position timeline

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

FIRST TRUST ADVISORS LP held 18,839 KBE 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 18,839 shares
    Change vs previous 13F -17,898 shares

    <0.01% of the 13F portfolio, value $1,285,203.

    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 36,737 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $2,187,694.

    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 36,743 shares
    Change vs previous 13F +1,026 shares

    <0.01% of the 13F portfolio, value $2,229,938.

    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 35,717 shares
    Change vs previous 13F -8,914 shares

    <0.01% of the 13F portfolio, value $2,122,310.

    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 44,631 shares
    Change vs previous 13F +2,126 shares

    <0.01% of the 13F portfolio, value $2,488,630.

    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 42,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,251,070.

    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).