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Disclosery

FIRST TRUST ADVISORS LP: LTM position timeline

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

FIRST TRUST ADVISORS LP held 80,559 LTM 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 80,559 shares
    Change vs previous 13F +19,403 shares

    <0.01% of the 13F portfolio, value $4,694,185.

    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 61,156 shares
    Change vs previous 13F -29,429 shares

    <0.01% of the 13F portfolio, value $3,023,558.

    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 90,585 shares
    Change vs previous 13F +16,587 shares

    <0.01% of the 13F portfolio, value $4,892,495.

    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 73,998 shares
    Change vs previous 13F +4,890 shares

    <0.01% of the 13F portfolio, value $3,348,409.

    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 69,108 shares
    Change vs previous 13F +41,363 shares

    <0.01% of the 13F portfolio, value $2,808,549.

    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 27,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $867,863.

    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).