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Disclosery

FIRST TRUST ADVISORS LP: PRI position timeline

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

FIRST TRUST ADVISORS LP held 528,663 PRI 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 528,663 shares
    Change vs previous 13F -544 shares

    0.09% of the 13F portfolio, value $150,246,004.

    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 529,207 shares
    Change vs previous 13F +23,850 shares

    0.09% of the 13F portfolio, value $132,555,763.

    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 505,357 shares
    Change vs previous 13F +13,274 shares

    0.09% of the 13F portfolio, value $130,564,038.

    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 492,083 shares
    Change vs previous 13F +54,158 shares

    0.1% of the 13F portfolio, value $136,597,313.

    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 437,925 shares
    Change vs previous 13F +115,754 shares

    0.1% of the 13F portfolio, value $119,846,946.

    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 322,171 shares
    Change vs previous 13F +299,219 shares

    0.08% of the 13F portfolio, value $91,667,314.

    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 22,952 shares
    Change vs previous 13F -18,463 shares

    0.01% of the 13F portfolio, value $6,229,631.

    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 41,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,981,186.

    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).