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FIRST TRUST ADVISORS LP: PCTY position timeline

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

FIRST TRUST ADVISORS LP held 181,951 PCTY 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 181,951 shares
    Change vs previous 13F +7,562 shares

    0.01% of the 13F portfolio, value $19,019,338.

    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 174,389 shares
    Change vs previous 13F +24,477 shares

    0.01% of the 13F portfolio, value $18,840,987.

    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 149,912 shares
    Change vs previous 13F +8,298 shares

    0.02% of the 13F portfolio, value $22,861,580.

    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 141,614 shares
    Change vs previous 13F -98,255 shares

    0.02% of the 13F portfolio, value $22,554,861.

    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 239,869 shares
    Change vs previous 13F -21,890 shares

    0.03% of the 13F portfolio, value $43,462,005.

    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 261,759 shares
    Change vs previous 13F +117,192 shares

    0.04% of the 13F portfolio, value $49,038,067.

    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 144,567 shares
    Change vs previous 13F +15,407 shares

    0.03% of the 13F portfolio, value $28,836,779.

    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 129,160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $21,307,525.

    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).