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Disclosery

FIRST TRUST ADVISORS LP: RMD position timeline

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

FIRST TRUST ADVISORS LP held 2,278,696 RMD 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 2,278,696 shares
    Change vs previous 13F +740,871 shares

    0.26% of the 13F portfolio, value $444,072,161.

    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 1,537,825 shares
    Change vs previous 13F +20,233 shares

    0.25% of the 13F portfolio, value $345,210,958.

    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 1,517,592 shares
    Change vs previous 13F +1,072,394 shares

    0.27% of the 13F portfolio, value $365,542,340.

    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 445,198 shares
    Change vs previous 13F +329,588 shares

    0.09% of the 13F portfolio, value $121,864,093.

    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 115,610 shares
    Change vs previous 13F +3,390 shares

    0.02% of the 13F portfolio, value $29,827,469.

    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 112,220 shares
    Change vs previous 13F -79,074 shares

    0.02% of the 13F portfolio, value $25,120,395.

    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 191,294 shares
    Change vs previous 13F +114,865 shares

    0.04% of the 13F portfolio, value $43,747,000.

    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 76,429 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,657,843.

    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).