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Disclosery

FIRST TRUST ADVISORS LP: LII position timeline

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

FIRST TRUST ADVISORS LP held 13,153 LII 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 13,153 shares
    Change vs previous 13F -4,647 shares

    <0.01% of the 13F portfolio, value $7,536,116.

    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 17,800 shares
    Change vs previous 13F -19,176 shares

    0.01% of the 13F portfolio, value $8,261,580.

    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 36,976 shares
    Change vs previous 13F -7,953 shares

    0.01% of the 13F portfolio, value $17,954,867.

    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 44,929 shares
    Change vs previous 13F -3,650 shares

    0.02% of the 13F portfolio, value $23,783,660.

    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 48,579 shares
    Change vs previous 13F -13,918 shares

    0.02% of the 13F portfolio, value $27,847,497.

    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 62,497 shares
    Change vs previous 13F +1,218 shares

    0.03% of the 13F portfolio, value $35,050,268.

    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 61,279 shares
    Change vs previous 13F -1,705 shares

    0.03% of the 13F portfolio, value $37,337,210.

    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 62,984 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $38,060,590.

    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).