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Disclosery

FIRST TRUST ADVISORS LP: TR position timeline

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

FIRST TRUST ADVISORS LP held 131,322 TR 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 131,322 shares
    Change vs previous 13F +43,280 shares

    <0.01% of the 13F portfolio, value $5,193,785.

    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 88,042 shares
    Change vs previous 13F -16,457 shares

    <0.01% of the 13F portfolio, value $3,761,158.

    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 104,499 shares
    Change vs previous 13F +39,690 shares

    <0.01% of the 13F portfolio, value $3,827,798.

    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 64,809 shares
    Change vs previous 13F -22,276 shares

    <0.01% of the 13F portfolio, value $2,716,793.

    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 87,085 shares
    Change vs previous 13F +46,609 shares

    <0.01% of the 13F portfolio, value $2,912,993.

    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 40,476 shares
    Change vs previous 13F +9,485 shares

    <0.01% of the 13F portfolio, value $1,274,191.

    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 30,991 shares
    Change vs previous 13F -15,692 shares

    <0.01% of the 13F portfolio, value $1,001,939.

    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 46,683 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,445,772.

    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).