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FIRST TRUST ADVISORS LP: MSM position timeline

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

FIRST TRUST ADVISORS LP held 1,676,859 MSM 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 1,676,859 shares
    Change vs previous 13F -96,274 shares

    0.12% of the 13F portfolio, value $199,462,080.

    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 1,773,133 shares
    Change vs previous 13F +306,436 shares

    0.12% of the 13F portfolio, value $163,606,885.

    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 1,466,697 shares
    Change vs previous 13F -44,710 shares

    0.09% of the 13F portfolio, value $123,349,238.

    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 1,511,407 shares
    Change vs previous 13F -206,452 shares

    0.1% of the 13F portfolio, value $139,260,977.

    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 1,717,859 shares
    Change vs previous 13F -249,457 shares

    0.12% of the 13F portfolio, value $146,052,606.

    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 1,967,316 shares
    Change vs previous 13F -20,139 shares

    0.14% of the 13F portfolio, value $152,801,632.

    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 1,987,455 shares
    Change vs previous 13F +448,708 shares

    0.13% of the 13F portfolio, value $148,442,908.

    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 1,538,747 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $132,424,555.

    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).