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Disclosery

FIRST TRUST ADVISORS LP: OC position timeline

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

FIRST TRUST ADVISORS LP held 2,899,702 OC 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 2,899,702 shares
    Change vs previous 13F +720,488 shares

    0.27% of the 13F portfolio, value $460,936,665.

    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 2,179,214 shares
    Change vs previous 13F +403,803 shares

    0.17% of the 13F portfolio, value $235,834,556.

    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 1,775,411 shares
    Change vs previous 13F +605,926 shares

    0.14% of the 13F portfolio, value $198,686,321.

    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 1,169,485 shares
    Change vs previous 13F +248,759 shares

    0.12% of the 13F portfolio, value $165,435,233.

    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 920,726 shares
    Change vs previous 13F +572,770 shares

    0.1% of the 13F portfolio, value $126,618,428.

    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 347,956 shares
    Change vs previous 13F -396,815 shares

    0.04% of the 13F portfolio, value $49,695,228.

    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 744,771 shares
    Change vs previous 13F +127,785 shares

    0.11% of the 13F portfolio, value $126,849,284.

    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 616,986 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $108,910,357.

    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).