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FIRST TRUST ADVISORS LP: SEI position timeline

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

FIRST TRUST ADVISORS LP held 237,452 SEI 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 237,452 shares
    Change vs previous 13F -11,408 shares

    0.01% of the 13F portfolio, value $19,105,387.

    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 248,860 shares
    Change vs previous 13F +11,744 shares

    0.01% of the 13F portfolio, value $14,063,078.

    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 237,116 shares
    Change vs previous 13F +199,785 shares

    0.01% of the 13F portfolio, value $10,900,222.

    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 37,331 shares
    Change vs previous 13F -91,900 shares

    <0.01% of the 13F portfolio, value $1,492,120.

    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 129,231 shares
    Change vs previous 13F +12,267 shares

    <0.01% of the 13F portfolio, value $3,655,944.

    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 116,964 shares
    Change vs previous 13F +5,135 shares

    <0.01% of the 13F portfolio, value $2,545,136.

    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 111,829 shares
    Change vs previous 13F +12,777 shares

    <0.01% of the 13F portfolio, value $3,218,438.

    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 99,052 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,263,903.

    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).