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Disclosery

FIRST TRUST ADVISORS LP: PSO position timeline

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

FIRST TRUST ADVISORS LP held 23,346 PSO 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 23,346 shares
    Change vs previous 13F +4,975 shares

    <0.01% of the 13F portfolio, value $370,967.

    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 18,371 shares
    Change vs previous 13F -2,891 shares

    <0.01% of the 13F portfolio, value $241,208.

    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 21,262 shares
    Change vs previous 13F +4,100 shares

    <0.01% of the 13F portfolio, value $298,515.

    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 17,162 shares
    Change vs previous 13F -3,999 shares

    <0.01% of the 13F portfolio, value $243,011.

    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 21,161 shares
    Change vs previous 13F -3,178 shares

    <0.01% of the 13F portfolio, value $315,930.

    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 24,339 shares
    Change vs previous 13F +2,360 shares

    <0.01% of the 13F portfolio, value $389,664.

    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 21,979 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,298.

    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).