Skip to content
Disclosery

FIRST TRUST ADVISORS LP: SAM position timeline

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

FIRST TRUST ADVISORS LP held 45,318 SAM 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 45,318 shares
    Change vs previous 13F -6,357 shares

    <0.01% of the 13F portfolio, value $8,022,645.

    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 51,675 shares
    Change vs previous 13F +13,348 shares

    0.01% of the 13F portfolio, value $11,905,920.

    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 38,327 shares
    Change vs previous 13F -7,956 shares

    0.01% of the 13F portfolio, value $7,478,747.

    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 46,283 shares
    Change vs previous 13F +30,626 shares

    0.01% of the 13F portfolio, value $9,785,151.

    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 15,657 shares
    Change vs previous 13F +4,591 shares

    <0.01% of the 13F portfolio, value $2,987,512.

    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 11,066 shares
    Change vs previous 13F -20,554 shares

    <0.01% of the 13F portfolio, value $2,643,003.

    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 31,620 shares
    Change vs previous 13F +4,681 shares

    0.01% of the 13F portfolio, value $9,485,367.

    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 26,939 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $7,789,142.

    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).