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Disclosery

FIRST TRUST ADVISORS LP: SR position timeline

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

FIRST TRUST ADVISORS LP held 586,719 SR 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 586,719 shares
    Change vs previous 13F +39,082 shares

    0.03% of the 13F portfolio, value $45,816,866.

    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 547,637 shares
    Change vs previous 13F -26,810 shares

    0.04% of the 13F portfolio, value $49,583,047.

    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 574,447 shares
    Change vs previous 13F -85,327 shares

    0.03% of the 13F portfolio, value $47,506,770.

    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 659,774 shares
    Change vs previous 13F -3,640 shares

    0.04% of the 13F portfolio, value $53,784,769.

    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 663,414 shares
    Change vs previous 13F -60,314 shares

    0.04% of the 13F portfolio, value $48,422,598.

    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 723,728 shares
    Change vs previous 13F -104,473 shares

    0.05% of the 13F portfolio, value $56,631,722.

    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 828,201 shares
    Change vs previous 13F -57,707 shares

    0.05% of the 13F portfolio, value $56,176,866.

    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 885,908 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $59,612,748.

    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).