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Disclosery

FIRST TRUST ADVISORS LP: LOB position timeline

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

FIRST TRUST ADVISORS LP held 54,424 LOB 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 54,424 shares
    Change vs previous 13F +13,449 shares

    <0.01% of the 13F portfolio, value $2,222,687.

    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 40,975 shares
    Change vs previous 13F +20,287 shares

    <0.01% of the 13F portfolio, value $1,355,052.

    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 20,688 shares
    Change vs previous 13F -660 shares

    <0.01% of the 13F portfolio, value $710,641.

    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 21,348 shares
    Change vs previous 13F -27,009 shares

    <0.01% of the 13F portfolio, value $751,885.

    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 48,357 shares
    Change vs previous 13F +28,698 shares

    <0.01% of the 13F portfolio, value $1,441,044.

    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 19,659 shares
    Change vs previous 13F +3,687 shares

    <0.01% of the 13F portfolio, value $524,108.

    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 15,972 shares
    Change vs previous 13F -17,344 shares

    <0.01% of the 13F portfolio, value $631,692.

    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 33,316 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,578,178.

    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).