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FIRST TRUST ADVISORS LP: OUT position timeline

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

FIRST TRUST ADVISORS LP held 349,600 OUT 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 349,600 shares
    Change vs previous 13F +7,405 shares

    0.01% of the 13F portfolio, value $11,452,896.

    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 342,195 shares
    Change vs previous 13F +172,879 shares

    0.01% of the 13F portfolio, value $9,068,167.

    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 169,316 shares
    Change vs previous 13F +22,613 shares

    <0.01% of the 13F portfolio, value $4,080,515.

    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 146,703 shares
    Change vs previous 13F +18,041 shares

    <0.01% of the 13F portfolio, value $2,687,598.

    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 128,662 shares
    Change vs previous 13F -98,983 shares

    <0.01% of the 13F portfolio, value $2,099,763.

    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 227,645 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,674,190.

    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).