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FIRST TRUST ADVISORS LP: ZION position timeline

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

FIRST TRUST ADVISORS LP held 2,042,546 ZION 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 2,042,546 shares
    Change vs previous 13F +124,720 shares

    0.08% of the 13F portfolio, value $141,323,746.

    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 1,917,826 shares
    Change vs previous 13F +425,325 shares

    0.08% of the 13F portfolio, value $110,505,155.

    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 1,492,501 shares
    Change vs previous 13F +259,164 shares

    0.06% of the 13F portfolio, value $87,371,025.

    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 1,233,337 shares
    Change vs previous 13F +405,182 shares

    0.05% of the 13F portfolio, value $69,782,218.

    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 828,155 shares
    Change vs previous 13F +76,100 shares

    0.03% of the 13F portfolio, value $43,014,385.

    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 752,055 shares
    Change vs previous 13F -1,515,513 shares

    0.03% of the 13F portfolio, value $37,497,469.

    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 2,267,568 shares
    Change vs previous 13F +390,601 shares

    0.11% of the 13F portfolio, value $123,015,566.

    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 1,876,967 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $88,630,381.

    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).