Skip to content

FIRST TRUST ADVISORS LP: R position timeline

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

FIRST TRUST ADVISORS LP held 793,162 R 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 793,162 shares
    Change vs previous 13F -217,158 shares

    0.12% of the 13F portfolio, value $209,211,893.

    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 1,010,320 shares
    Change vs previous 13F +453,697 shares

    0.15% of the 13F portfolio, value $206,822,476.

    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 556,623 shares
    Change vs previous 13F -30,886 shares

    0.08% of the 13F portfolio, value $106,532,159.

    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 587,509 shares
    Change vs previous 13F -206,018 shares

    0.08% of the 13F portfolio, value $110,827,557.

    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 793,527 shares
    Change vs previous 13F +141,872 shares

    0.1% of the 13F portfolio, value $126,171,062.

    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 651,655 shares
    Change vs previous 13F +479,000 shares

    0.08% of the 13F portfolio, value $93,714,637.

    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 172,655 shares
    Change vs previous 13F -17,863 shares

    0.02% of the 13F portfolio, value $27,082,537.

    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 190,518 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $27,777,513.

    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).