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FIRST TRUST ADVISORS LP: SHEN position timeline

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

FIRST TRUST ADVISORS LP held 50,048 SHEN 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 50,048 shares
    Change vs previous 13F +2,076 shares

    <0.01% of the 13F portfolio, value $754,723.

    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 47,972 shares
    Change vs previous 13F -9,866 shares

    <0.01% of the 13F portfolio, value $739,728.

    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 57,838 shares
    Change vs previous 13F +8,976 shares

    <0.01% of the 13F portfolio, value $668,607.

    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 48,862 shares
    Change vs previous 13F +12,604 shares

    <0.01% of the 13F portfolio, value $655,728.

    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 36,258 shares
    Change vs previous 13F -199,884 shares

    <0.01% of the 13F portfolio, value $495,284.

    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 236,142 shares
    Change vs previous 13F +74,317 shares

    <0.01% of the 13F portfolio, value $2,968,304.

    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 161,825 shares
    Change vs previous 13F +60,248 shares

    <0.01% of the 13F portfolio, value $2,040,613.

    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 101,577 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,433,251.

    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).