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Disclosery

FIRST TRUST ADVISORS LP: OTEX position timeline

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

FIRST TRUST ADVISORS LP held 7,215,231 OTEX 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 7,215,231 shares
    Change vs previous 13F -154,363 shares

    0.09% of the 13F portfolio, value $159,716,210.

    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 7,369,594 shares
    Change vs previous 13F -4,124,120 shares

    0.12% of the 13F portfolio, value $164,118,674.

    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 11,493,714 shares
    Change vs previous 13F +2,466,264 shares

    0.27% of the 13F portfolio, value $374,393,710.

    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 9,027,450 shares
    Change vs previous 13F +765,366 shares

    0.25% of the 13F portfolio, value $337,444,641.

    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 8,262,084 shares
    Change vs previous 13F +119,163 shares

    0.19% of the 13F portfolio, value $241,327,964.

    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 8,142,921 shares
    Change vs previous 13F +867,013 shares

    0.18% of the 13F portfolio, value $205,545,802.

    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 7,275,908 shares
    Change vs previous 13F +632,437 shares

    0.18% of the 13F portfolio, value $205,924,556.

    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 6,643,471 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $221,166,917.

    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).