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Disclosery

FIRST TRUST ADVISORS LP: TAK position timeline

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

FIRST TRUST ADVISORS LP held 2,114,912 TAK 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 2,114,912 shares
    Change vs previous 13F +143,838 shares

    0.02% of the 13F portfolio, value $33,902,011.

    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 1,971,074 shares
    Change vs previous 13F -411,555 shares

    0.03% of the 13F portfolio, value $36,504,275.

    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 2,382,629 shares
    Change vs previous 13F -134,810 shares

    0.03% of the 13F portfolio, value $37,145,183.

    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 2,517,439 shares
    Change vs previous 13F -84,369 shares

    0.03% of the 13F portfolio, value $36,855,301.

    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 2,601,808 shares
    Change vs previous 13F -154,147 shares

    0.03% of the 13F portfolio, value $40,223,963.

    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 2,755,955 shares
    Change vs previous 13F -484,977 shares

    0.04% of the 13F portfolio, value $40,981,057.

    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 3,240,932 shares
    Change vs previous 13F +62,718 shares

    0.04% of the 13F portfolio, value $42,909,932.

    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 3,178,214 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $45,194,202.

    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).