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Disclosery

FIRST TRUST ADVISORS LP: LOPE position timeline

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

FIRST TRUST ADVISORS LP held 49,782 LOPE 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 49,782 shares
    Change vs previous 13F +3,235 shares

    <0.01% of the 13F portfolio, value $7,124,301.

    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 46,547 shares
    Change vs previous 13F -20,874 shares

    0.01% of the 13F portfolio, value $7,914,386.

    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 67,421 shares
    Change vs previous 13F -5,031 shares

    0.01% of the 13F portfolio, value $11,212,785.

    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 72,452 shares
    Change vs previous 13F -11,402 shares

    0.01% of the 13F portfolio, value $15,904,662.

    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 83,854 shares
    Change vs previous 13F -13,537 shares

    0.01% of the 13F portfolio, value $15,848,406.

    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 97,391 shares
    Change vs previous 13F -29,559 shares

    0.01% of the 13F portfolio, value $16,850,590.

    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 126,950 shares
    Change vs previous 13F +6,092 shares

    0.02% of the 13F portfolio, value $20,794,409.

    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 120,858 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $17,143,706.

    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).