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FIRST TRUST ADVISORS LP: OI position timeline

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

FIRST TRUST ADVISORS LP held 274,616 OI 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 274,616 shares
    Change vs previous 13F +173,898 shares

    <0.01% of the 13F portfolio, value $2,644,552.

    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 100,718 shares
    Change vs previous 13F +55,491 shares

    <0.01% of the 13F portfolio, value $1,058,546.

    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 45,227 shares
    Change vs previous 13F +9,535 shares

    <0.01% of the 13F portfolio, value $667,550.

    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 35,692 shares
    Change vs previous 13F -83,687 shares

    <0.01% of the 13F portfolio, value $462,925.

    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 119,379 shares
    Change vs previous 13F +63,367 shares

    <0.01% of the 13F portfolio, value $1,759,646.

    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 56,012 shares
    Change vs previous 13F -54,353 shares

    <0.01% of the 13F portfolio, value $642,457.

    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 110,365 shares
    Change vs previous 13F -95,028 shares

    <0.01% of the 13F portfolio, value $1,196,356.

    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 205,393 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,694,756.

    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).