Skip to content

FIRST TRUST ADVISORS LP: TFI position timeline

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

FIRST TRUST ADVISORS LP held 11,717 TFI 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 11,717 shares
    Change vs previous 13F +405 shares

    <0.01% of the 13F portfolio, value $536,638.

    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 11,312 shares
    Change vs previous 13F +740 shares

    <0.01% of the 13F portfolio, value $512,886.

    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 10,572 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $483,223.

    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 10,555 shares
    Change vs previous 13F +971 shares

    <0.01% of the 13F portfolio, value $480,975.

    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 9,584 shares
    Change vs previous 13F +812 shares

    <0.01% of the 13F portfolio, value $428,096.

    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 8,772 shares
    Change vs previous 13F -1,697 shares

    <0.01% of the 13F portfolio, value $395,354.

    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 10,469 shares
    Change vs previous 13F +1,909 shares

    <0.01% of the 13F portfolio, value $477,595.

    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 8,560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $400,864.

    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).