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Disclosery

FIRST TRUST ADVISORS LP: ORI position timeline

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

FIRST TRUST ADVISORS LP held 4,060,586 ORI 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 4,060,586 shares
    Change vs previous 13F +1,237,041 shares

    0.1% of the 13F portfolio, value $166,159,166.

    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 2,823,545 shares
    Change vs previous 13F +441,094 shares

    0.08% of the 13F portfolio, value $112,659,443.

    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 2,382,451 shares
    Change vs previous 13F +50,874 shares

    0.08% of the 13F portfolio, value $108,735,075.

    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 2,331,577 shares
    Change vs previous 13F +545,803 shares

    0.07% of the 13F portfolio, value $99,022,076.

    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 1,785,774 shares
    Change vs previous 13F +675,276 shares

    0.06% of the 13F portfolio, value $68,645,167.

    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 1,110,498 shares
    Change vs previous 13F +606,038 shares

    0.04% of the 13F portfolio, value $43,553,731.

    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 504,460 shares
    Change vs previous 13F -7,759 shares

    0.02% of the 13F portfolio, value $18,256,416.

    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 512,219 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,142,796.

    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).