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Disclosery

FIRST TRUST ADVISORS LP: OUNZ position timeline

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

FIRST TRUST ADVISORS LP held 52,667 OUNZ 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 52,667 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,032,419.

    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 52,667 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,372,648.

    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).