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Disclosery

FIRST TRUST ADVISORS LP: SRCE position timeline

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

FIRST TRUST ADVISORS LP held 65,216 SRCE 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 65,216 shares
    Change vs previous 13F -2,104 shares

    <0.01% of the 13F portfolio, value $5,320,321.

    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 67,320 shares
    Change vs previous 13F +22,905 shares

    <0.01% of the 13F portfolio, value $4,659,217.

    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 44,415 shares
    Change vs previous 13F -24,005 shares

    <0.01% of the 13F portfolio, value $2,775,493.

    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 68,420 shares
    Change vs previous 13F -3,575 shares

    <0.01% of the 13F portfolio, value $4,211,935.

    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 71,995 shares
    Change vs previous 13F -252,349 shares

    <0.01% of the 13F portfolio, value $4,468,729.

    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 324,344 shares
    Change vs previous 13F +255,426 shares

    0.02% of the 13F portfolio, value $19,399,014.

    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 68,918 shares
    Change vs previous 13F +14,751 shares

    <0.01% of the 13F portfolio, value $4,023,432.

    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 54,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,243,519.

    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).