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FIRST TRUST ADVISORS LP: PPLI position timeline

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

FIRST TRUST ADVISORS LP held 209,764 PPLI 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 209,764 shares
    Change vs previous 13F +163,383 shares

    0.01% of the 13F portfolio, value $9,682,640.

    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 46,381 shares
    Change vs previous 13F -1,331 shares

    <0.01% of the 13F portfolio, value $1,856,631.

    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 47,712 shares
    Change vs previous 13F +23,693 shares

    <0.01% of the 13F portfolio, value $1,865,539.

    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 24,019 shares
    Change vs previous 13F -9,298 shares

    <0.01% of the 13F portfolio, value $818,327.

    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 33,317 shares
    Change vs previous 13F -413,663 shares

    <0.01% of the 13F portfolio, value $1,244,056.

    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 446,980 shares
    Change vs previous 13F +243,682 shares

    0.02% of the 13F portfolio, value $20,534,347.

    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 203,298 shares
    Change vs previous 13F -38,427 shares

    0.01% of the 13F portfolio, value $8,770,229.

    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 241,725 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,009,633.

    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).