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FIRST TRUST ADVISORS LP: PLUS position timeline

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

FIRST TRUST ADVISORS LP held 920,085 PLUS 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 920,085 shares
    Change vs previous 13F +341,038 shares

    0.05% of the 13F portfolio, value $76,578,674.

    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 579,047 shares
    Change vs previous 13F +313,674 shares

    0.03% of the 13F portfolio, value $43,573,286.

    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 265,373 shares
    Change vs previous 13F +245,114 shares

    0.02% of the 13F portfolio, value $23,273,212.

    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 20,259 shares
    Change vs previous 13F -10,946 shares

    <0.01% of the 13F portfolio, value $1,438,591.

    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 31,205 shares
    Change vs previous 13F -1,129 shares

    <0.01% of the 13F portfolio, value $2,249,880.

    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 32,334 shares
    Change vs previous 13F +10,367 shares

    <0.01% of the 13F portfolio, value $1,973,344.

    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 21,967 shares
    Change vs previous 13F -11,328 shares

    <0.01% of the 13F portfolio, value $1,622,921.

    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 33,295 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,274,230.

    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).