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Disclosery

FIRST TRUST ADVISORS LP: OTTR position timeline

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

FIRST TRUST ADVISORS LP held 637,043 OTTR 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 637,043 shares
    Change vs previous 13F +30,539 shares

    0.03% of the 13F portfolio, value $57,321,128.

    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 606,504 shares
    Change vs previous 13F -204,134 shares

    0.04% of the 13F portfolio, value $53,232,855.

    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 810,638 shares
    Change vs previous 13F -653,975 shares

    0.05% of the 13F portfolio, value $65,507,656.

    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 1,464,613 shares
    Change vs previous 13F +221,039 shares

    0.09% of the 13F portfolio, value $120,054,321.

    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 1,243,574 shares
    Change vs previous 13F -10,713 shares

    0.08% of the 13F portfolio, value $95,867,130.

    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 1,254,287 shares
    Change vs previous 13F +572,059 shares

    0.09% of the 13F portfolio, value $100,807,052.

    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 682,228 shares
    Change vs previous 13F -37,286 shares

    0.04% of the 13F portfolio, value $50,375,709.

    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 719,514 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $56,237,213.

    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).