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Disclosery

FIRST TRUST ADVISORS LP: VRTS position timeline

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

FIRST TRUST ADVISORS LP held 47,751 VRTS 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 47,751 shares
    Change vs previous 13F -5,179 shares

    <0.01% of the 13F portfolio, value $6,852,268.

    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 52,930 shares
    Change vs previous 13F +14,600 shares

    0.01% of the 13F portfolio, value $7,111,145.

    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 38,330 shares
    Change vs previous 13F +1,798 shares

    <0.01% of the 13F portfolio, value $6,253,539.

    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 36,532 shares
    Change vs previous 13F +4,389 shares

    0.01% of the 13F portfolio, value $6,942,175.

    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 32,143 shares
    Change vs previous 13F +14,962 shares

    <0.01% of the 13F portfolio, value $5,830,740.

    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 17,181 shares
    Change vs previous 13F -81 shares

    <0.01% of the 13F portfolio, value $2,961,317.

    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 17,262 shares
    Change vs previous 13F +5,684 shares

    <0.01% of the 13F portfolio, value $3,807,651.

    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 11,578 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,425,012.

    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).