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Disclosery

FIRST TRUST ADVISORS LP: SPY position timeline

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

FIRST TRUST ADVISORS LP held 21,495 SPY 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 21,495 shares
    Change vs previous 13F +1,127 shares

    0.01% of the 13F portfolio, value $16,051,830.

    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 20,368 shares
    Change vs previous 13F +1,178 shares

    0.01% of the 13F portfolio, value $13,246,388.

    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 19,190 shares
    Change vs previous 13F -723 shares

    0.01% of the 13F portfolio, value $13,085,797.

    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 19,913 shares
    Change vs previous 13F -662 shares

    0.01% of the 13F portfolio, value $13,265,951.

    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 20,575 shares
    Change vs previous 13F +10,445 shares

    0.01% of the 13F portfolio, value $12,712,213.

    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 10,130 shares
    Change vs previous 13F +5,956 shares

    0.01% of the 13F portfolio, value $5,666,542.

    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 4,174 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,446,536.

    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).