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Disclosery

FIRST TRUST ADVISORS LP: PB position timeline

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

FIRST TRUST ADVISORS LP held 881,170 PB 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 881,170 shares
    Change vs previous 13F +125,606 shares

    0.04% of the 13F portfolio, value $64,351,867.

    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 755,564 shares
    Change vs previous 13F -144,683 shares

    0.04% of the 13F portfolio, value $50,758,802.

    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 900,247 shares
    Change vs previous 13F +489,798 shares

    0.05% of the 13F portfolio, value $62,216,081.

    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 410,449 shares
    Change vs previous 13F +126,075 shares

    0.02% of the 13F portfolio, value $27,233,290.

    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 284,374 shares
    Change vs previous 13F +7,553 shares

    0.02% of the 13F portfolio, value $19,974,429.

    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 276,821 shares
    Change vs previous 13F +29,718 shares

    0.02% of the 13F portfolio, value $19,756,714.

    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 247,103 shares
    Change vs previous 13F +20,854 shares

    0.02% of the 13F portfolio, value $18,619,210.

    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 226,249 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,305,765.

    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).