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FIRST TRUST ADVISORS LP: SPOT position timeline

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

FIRST TRUST ADVISORS LP held 24,327 SPOT 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 24,327 shares
    Change vs previous 13F -6,202 shares

    0.01% of the 13F portfolio, value $11,169,255.

    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 30,529 shares
    Change vs previous 13F +9,941 shares

    0.01% of the 13F portfolio, value $14,803,817.

    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 20,588 shares
    Change vs previous 13F -21,702 shares

    0.01% of the 13F portfolio, value $11,955,657.

    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 42,290 shares
    Change vs previous 13F -1,419 shares

    0.02% of the 13F portfolio, value $29,518,382.

    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 43,709 shares
    Change vs previous 13F -88,526 shares

    0.03% of the 13F portfolio, value $33,539,856.

    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 132,235 shares
    Change vs previous 13F +22,125 shares

    0.06% of the 13F portfolio, value $72,733,271.

    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 110,110 shares
    Change vs previous 13F +13,878 shares

    0.04% of the 13F portfolio, value $49,261,028.

    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 96,232 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $35,464,223.

    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).