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FIRST TRUST ADVISORS LP: POR position timeline

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

FIRST TRUST ADVISORS LP held 992,751 POR 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 992,751 shares
    Change vs previous 13F -52,263 shares

    0.03% of the 13F portfolio, value $51,454,282.

    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 1,045,014 shares
    Change vs previous 13F -74,630 shares

    0.04% of the 13F portfolio, value $55,145,401.

    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 1,119,644 shares
    Change vs previous 13F -155,088 shares

    0.04% of the 13F portfolio, value $53,731,737.

    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 1,274,732 shares
    Change vs previous 13F +6,546 shares

    0.04% of the 13F portfolio, value $56,088,181.

    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 1,268,186 shares
    Change vs previous 13F -44,258 shares

    0.04% of the 13F portfolio, value $51,526,427.

    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 1,312,444 shares
    Change vs previous 13F +46,964 shares

    0.05% of the 13F portfolio, value $58,535,008.

    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 1,265,480 shares
    Change vs previous 13F -12,835 shares

    0.05% of the 13F portfolio, value $55,200,229.

    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 1,278,315 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $61,231,287.

    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).