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Disclosery

FIRST TRUST ADVISORS LP: XYZ position timeline

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

FIRST TRUST ADVISORS LP held 228,949 XYZ 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 228,949 shares
    Change vs previous 13F -265,054 shares

    0.01% of the 13F portfolio, value $17,399,938.

    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 494,003 shares
    Change vs previous 13F +56,316 shares

    0.02% of the 13F portfolio, value $29,728,986.

    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 437,687 shares
    Change vs previous 13F -92,653 shares

    0.02% of the 13F portfolio, value $28,489,168.

    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 530,340 shares
    Change vs previous 13F -194,237 shares

    0.03% of the 13F portfolio, value $38,327,515.

    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 724,577 shares
    Change vs previous 13F +415,644 shares

    0.04% of the 13F portfolio, value $49,220,840.

    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 308,933 shares
    Change vs previous 13F -54,988 shares

    0.01% of the 13F portfolio, value $16,784,463.

    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 363,921 shares
    Change vs previous 13F +342,373 shares

    0.03% of the 13F portfolio, value $30,929,599.

    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 21,548 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,446,517.

    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).