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Disclosery

FIRST TRUST ADVISORS LP: STEP position timeline

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

FIRST TRUST ADVISORS LP held 41,491 STEP 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 41,491 shares
    Change vs previous 13F -58,302 shares

    <0.01% of the 13F portfolio, value $1,716,067.

    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 99,793 shares
    Change vs previous 13F -7,618 shares

    <0.01% of the 13F portfolio, value $4,762,121.

    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 107,411 shares
    Change vs previous 13F +36,191 shares

    0.01% of the 13F portfolio, value $6,892,563.

    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 71,220 shares
    Change vs previous 13F -23,775 shares

    <0.01% of the 13F portfolio, value $4,651,378.

    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 94,995 shares
    Change vs previous 13F +7,674 shares

    <0.01% of the 13F portfolio, value $5,272,222.

    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 87,321 shares
    Change vs previous 13F -61,236 shares

    <0.01% of the 13F portfolio, value $4,560,775.

    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 148,557 shares
    Change vs previous 13F +109,602 shares

    0.01% of the 13F portfolio, value $8,598,479.

    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 38,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,213,812.

    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).