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FIRST TRUST ADVISORS LP: PFSI position timeline

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

FIRST TRUST ADVISORS LP held 10,901 PFSI 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 10,901 shares
    Change vs previous 13F -7,995 shares

    <0.01% of the 13F portfolio, value $949,477.

    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 18,896 shares
    Change vs previous 13F +2,088 shares

    <0.01% of the 13F portfolio, value $1,651,510.

    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 16,808 shares
    Change vs previous 13F -13,917 shares

    <0.01% of the 13F portfolio, value $2,215,966.

    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 30,725 shares
    Change vs previous 13F +11,299 shares

    <0.01% of the 13F portfolio, value $3,806,213.

    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 19,426 shares
    Change vs previous 13F +10,508 shares

    <0.01% of the 13F portfolio, value $1,935,606.

    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 8,918 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $892,780.

    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 8,378 shares
    Change vs previous 13F -643 shares

    <0.01% of the 13F portfolio, value $855,728.

    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 9,021 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,028,123.

    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).