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FIRST TRUST ADVISORS LP: POOL position timeline

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

FIRST TRUST ADVISORS LP held 20,567 POOL 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 20,567 shares
    Change vs previous 13F +676 shares

    <0.01% of the 13F portfolio, value $4,419,881.

    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 19,891 shares
    Change vs previous 13F +2,561 shares

    <0.01% of the 13F portfolio, value $4,024,574.

    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 17,330 shares
    Change vs previous 13F +14,722 shares

    <0.01% of the 13F portfolio, value $3,964,269.

    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 2,608 shares
    Change vs previous 13F +641 shares

    <0.01% of the 13F portfolio, value $808,763.

    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 1,967 shares
    Change vs previous 13F -3,912 shares

    <0.01% of the 13F portfolio, value $573,370.

    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 5,879 shares
    Change vs previous 13F -5,834 shares

    <0.01% of the 13F portfolio, value $1,871,565.

    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 11,713 shares
    Change vs previous 13F -130,679 shares

    <0.01% of the 13F portfolio, value $3,993,409.

    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 142,392 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $53,653,304.

    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).