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Disclosery

FIRST TRUST ADVISORS LP: RS position timeline

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

FIRST TRUST ADVISORS LP held 122,131 RS 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 122,131 shares
    Change vs previous 13F +18,882 shares

    0.03% of the 13F portfolio, value $45,628,078.

    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 103,249 shares
    Change vs previous 13F +17,371 shares

    0.02% of the 13F portfolio, value $31,379,368.

    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 85,878 shares
    Change vs previous 13F +810 shares

    0.02% of the 13F portfolio, value $24,807,498.

    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 85,068 shares
    Change vs previous 13F -65,037 shares

    0.02% of the 13F portfolio, value $23,889,555.

    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 150,105 shares
    Change vs previous 13F -307,780 shares

    0.04% of the 13F portfolio, value $47,117,843.

    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 457,885 shares
    Change vs previous 13F -925,031 shares

    0.12% of the 13F portfolio, value $132,214,186.

    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 1,382,916 shares
    Change vs previous 13F +185,873 shares

    0.33% of the 13F portfolio, value $372,363,916.

    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 1,197,043 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $346,196,805.

    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).