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Disclosery

FIRST TRUST ADVISORS LP: PEG position timeline

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

FIRST TRUST ADVISORS LP held 1,672,030 PEG 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 1,672,030 shares
    Change vs previous 13F +907,038 shares

    0.08% of the 13F portfolio, value $135,701,892.

    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 764,992 shares
    Change vs previous 13F -180,965 shares

    0.04% of the 13F portfolio, value $61,926,099.

    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 945,957 shares
    Change vs previous 13F +203,962 shares

    0.06% of the 13F portfolio, value $75,960,315.

    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 741,995 shares
    Change vs previous 13F -861 shares

    0.05% of the 13F portfolio, value $61,926,930.

    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 742,856 shares
    Change vs previous 13F -5,116 shares

    0.05% of the 13F portfolio, value $62,533,596.

    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 747,972 shares
    Change vs previous 13F +25,727 shares

    0.05% of the 13F portfolio, value $61,558,136.

    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 722,245 shares
    Change vs previous 13F +30,566 shares

    0.05% of the 13F portfolio, value $61,022,448.

    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 691,679 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $61,704,682.

    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).