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Disclosery

FIRST TRUST ADVISORS LP: PEO position timeline

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

FIRST TRUST ADVISORS LP held 77,469 PEO 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 77,469 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $1,915,033.

    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 77,470 shares
    Change vs previous 13F +6,175 shares

    <0.01% of the 13F portfolio, value $2,153,666.

    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 71,295 shares
    Change vs previous 13F -1,010 shares

    <0.01% of the 13F portfolio, value $1,549,953.

    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 72,305 shares
    Change vs previous 13F +9,741 shares

    <0.01% of the 13F portfolio, value $1,556,003.

    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 62,564 shares
    Change vs previous 13F +5,204 shares

    <0.01% of the 13F portfolio, value $1,336,992.

    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 57,360 shares
    Change vs previous 13F +1,006 shares

    <0.01% of the 13F portfolio, value $1,308,381.

    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 56,354 shares
    Change vs previous 13F +2,772 shares

    <0.01% of the 13F portfolio, value $1,225,135.

    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 53,582 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,244,174.

    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).