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Disclosery

FIRST TRUST ADVISORS LP: OLLI position timeline

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

FIRST TRUST ADVISORS LP held 33,534 OLLI 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 33,534 shares
    Change vs previous 13F -5,094 shares

    <0.01% of the 13F portfolio, value $2,578,093.

    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 38,628 shares
    Change vs previous 13F -7,827 shares

    <0.01% of the 13F portfolio, value $3,555,321.

    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 46,455 shares
    Change vs previous 13F -13,018 shares

    <0.01% of the 13F portfolio, value $5,091,932.

    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 59,473 shares
    Change vs previous 13F -70,141 shares

    0.01% of the 13F portfolio, value $7,636,333.

    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 129,614 shares
    Change vs previous 13F +40,061 shares

    0.01% of the 13F portfolio, value $17,080,532.

    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 89,553 shares
    Change vs previous 13F -3,177 shares

    0.01% of the 13F portfolio, value $10,420,387.

    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 92,730 shares
    Change vs previous 13F -29,801 shares

    0.01% of the 13F portfolio, value $10,175,262.

    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 122,531 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,910,013.

    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).