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FIRST TRUST ADVISORS LP: OZK position timeline

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

FIRST TRUST ADVISORS LP held 3,037,125 OZK 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 3,037,125 shares
    Change vs previous 13F +1,024 shares

    0.09% of the 13F portfolio, value $158,203,853.

    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 3,036,101 shares
    Change vs previous 13F +134,490 shares

    0.1% of the 13F portfolio, value $139,326,677.

    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 2,901,611 shares
    Change vs previous 13F +93,445 shares

    0.1% of the 13F portfolio, value $133,532,132.

    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 2,808,166 shares
    Change vs previous 13F +17,427 shares

    0.11% of the 13F portfolio, value $143,160,287.

    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 2,790,739 shares
    Change vs previous 13F +9,540 shares

    0.11% of the 13F portfolio, value $131,332,181.

    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 2,781,199 shares
    Change vs previous 13F -164,281 shares

    0.11% of the 13F portfolio, value $120,843,096.

    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 2,945,480 shares
    Change vs previous 13F +686,775 shares

    0.12% of the 13F portfolio, value $131,162,224.

    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 2,258,705 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $97,101,727.

    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).