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FIRST TRUST ADVISORS LP: XIFR position timeline

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

FIRST TRUST ADVISORS LP held 252,925 XIFR 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 252,925 shares
    Change vs previous 13F +46,869 shares

    <0.01% of the 13F portfolio, value $2,987,044.

    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 206,056 shares
    Change vs previous 13F -17,350 shares

    <0.01% of the 13F portfolio, value $2,188,314.

    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 223,406 shares
    Change vs previous 13F +801 shares

    <0.01% of the 13F portfolio, value $2,234,060.

    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 222,605 shares
    Change vs previous 13F -11,680 shares

    <0.01% of the 13F portfolio, value $2,263,892.

    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 234,285 shares
    Change vs previous 13F -12,561 shares

    <0.01% of the 13F portfolio, value $1,921,137.

    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 246,846 shares
    Change vs previous 13F -62,674 shares

    <0.01% of the 13F portfolio, value $2,345,037.

    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 309,520 shares
    Change vs previous 13F -20,990 shares

    <0.01% of the 13F portfolio, value $5,509,456.

    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 330,510 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $9,128,686.

    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).