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Disclosery

FIRST TRUST ADVISORS LP: SRAD position timeline

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

FIRST TRUST ADVISORS LP held 14,975 SRAD 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 14,975 shares
    Change vs previous 13F -53,902 shares

    <0.01% of the 13F portfolio, value $224,175.

    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 68,877 shares
    Change vs previous 13F +57,543 shares

    <0.01% of the 13F portfolio, value $1,153,019.

    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 11,334 shares
    Change vs previous 13F -115,521 shares

    <0.01% of the 13F portfolio, value $269,409.

    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 126,855 shares
    Change vs previous 13F -7,320 shares

    <0.01% of the 13F portfolio, value $3,412,348.

    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 134,175 shares
    Change vs previous 13F +26,890 shares

    <0.01% of the 13F portfolio, value $3,767,747.

    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 107,285 shares
    Change vs previous 13F +89,989 shares

    <0.01% of the 13F portfolio, value $2,319,524.

    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 17,296 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $299,913.

    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).