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Disclosery

FIRST TRUST ADVISORS LP: PEP position timeline

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

FIRST TRUST ADVISORS LP held 4,407,158 PEP 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 4,407,158 shares
    Change vs previous 13F +442,922 shares

    0.35% of the 13F portfolio, value $596,729,200.

    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 3,964,236 shares
    Change vs previous 13F +151,849 shares

    0.44% of the 13F portfolio, value $615,606,129.

    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 3,812,387 shares
    Change vs previous 13F -287,048 shares

    0.4% of the 13F portfolio, value $547,153,823.

    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 4,099,435 shares
    Change vs previous 13F +59,356 shares

    0.43% of the 13F portfolio, value $575,724,628.

    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 4,040,079 shares
    Change vs previous 13F +2,139,847 shares

    0.43% of the 13F portfolio, value $533,451,979.

    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 1,900,232 shares
    Change vs previous 13F +217,787 shares

    0.25% of the 13F portfolio, value $284,920,754.

    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 1,682,445 shares
    Change vs previous 13F +137,736 shares

    0.23% of the 13F portfolio, value $255,832,629.

    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 1,544,709 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $262,677,763.

    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).