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Disclosery

FIRST TRUST ADVISORS LP: LMBS position timeline

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

FIRST TRUST ADVISORS LP held 1,820,529 LMBS 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 1,820,529 shares
    Change vs previous 13F +299,649 shares

    0.05% of the 13F portfolio, value $90,625,949.

    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 1,520,880 shares
    Change vs previous 13F +199,426 shares

    0.05% of the 13F portfolio, value $75,755,041.

    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 1,321,454 shares
    Change vs previous 13F +88,839 shares

    0.05% of the 13F portfolio, value $66,059,479.

    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 1,232,615 shares
    Change vs previous 13F +129,380 shares

    0.05% of the 13F portfolio, value $61,371,884.

    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 1,103,235 shares
    Change vs previous 13F +113,364 shares

    0.04% of the 13F portfolio, value $54,345,356.

    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 989,871 shares
    Change vs previous 13F -64,643 shares

    0.04% of the 13F portfolio, value $48,662,058.

    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 1,054,514 shares
    Change vs previous 13F +5,451 shares

    0.05% of the 13F portfolio, value $51,323,196.

    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 1,049,063 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $51,834,202.

    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).