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Disclosery

FIRST TRUST ADVISORS LP: PTLO position timeline

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

FIRST TRUST ADVISORS LP held 240,222 PTLO 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 240,222 shares
    Change vs previous 13F +11,492 shares

    <0.01% of the 13F portfolio, value $1,138,652.

    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 228,730 shares
    Change vs previous 13F +1,322 shares

    <0.01% of the 13F portfolio, value $1,209,981.

    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 227,408 shares
    Change vs previous 13F +5,593 shares

    <0.01% of the 13F portfolio, value $1,032,432.

    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 221,815 shares
    Change vs previous 13F +31,465 shares

    <0.01% of the 13F portfolio, value $1,430,706.

    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 190,350 shares
    Change vs previous 13F +11,528 shares

    <0.01% of the 13F portfolio, value $2,221,384.

    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 178,822 shares
    Change vs previous 13F -3,107 shares

    <0.01% of the 13F portfolio, value $2,126,193.

    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 181,929 shares
    Change vs previous 13F -17,706 shares

    <0.01% of the 13F portfolio, value $1,710,132.

    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 199,635 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,689,083.

    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).