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FIRST TRUST ADVISORS LP: PAA position timeline

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

FIRST TRUST ADVISORS LP held 147,028 PAA 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 147,028 shares
    Share basis changed not comparable

    Membership change: First Trust Capital Management L.P. left the group. <0.01% of the 13F portfolio, value $3,272,842.

    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 179,419 shares
    Change vs previous 13F -36,298 shares

    <0.01% of the 13F portfolio, value $4,006,420.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 167,905 shares
    • First Trust Capital Management L.P.: 11,514 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 215,717 shares
    Change vs previous 13F -142,242 shares

    <0.01% of the 13F portfolio, value $3,874,278.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 204,203 shares
    • First Trust Capital Management L.P.: 11,514 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 357,959 shares
    Change vs previous 13F -58,989 shares

    <0.01% of the 13F portfolio, value $6,106,778.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 345,932 shares
    • First Trust Capital Management L.P.: 12,027 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 416,948 shares
    Change vs previous 13F +15,320 shares

    0.01% of the 13F portfolio, value $7,638,492.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 404,921 shares
    • First Trust Capital Management L.P.: 12,027 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 401,628 shares
    Change vs previous 13F +52,246 shares

    0.01% of the 13F portfolio, value $8,032,561.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 388,825 shares
    • First Trust Capital Management L.P.: 12,803 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 349,382 shares
    Change vs previous 13F +45,077 shares

    0.01% of the 13F portfolio, value $5,967,437.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 337,984 shares
    • First Trust Capital Management L.P.: 11,398 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 304,305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,285,775.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 290,070 shares
    • First Trust Capital Management L.P.: 14,235 shares

    Acceptance time not in the bulk data set (spec §4.2).