FIRST TRUST ADVISORS LP

Position in AVA — Avista Corp

CIK 1125816 Wheaton, IL

Position in AVA

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$41,376,471

+$1,313,025 QoQ

Shares Held

1,030,804

-0.8% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $155,222,612 across 4 Utilities - Diversified names. AVA ranks #2 (26.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	3,584,382	$50,503,942
2	AVA	Avista Corp This page	1,030,804	$41,376,471
3	AQN	Algonquin Power & Utilities Corp.	5,620,856	$34,512,055
4	SRE	Sempra	296,698	$28,830,144

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$41,376,471	1,030,804	-0.8%	Shares	Other	2026-05-13
2025-12-31	$40,063,446	1,039,529	-18.9%	Shares	Other	2026-02-13
2025-09-30	$48,491,627	1,282,508	+359.4%	Shares	Other	2025-11-12
2025-06-30	$10,593,590	279,146	-0.0%	Shares	Other	2025-08-13
2025-03-31	$11,692,448	279,256	-12.6%	Shares	Other	2025-05-14
2024-12-31	$11,703,357	319,502	+6.4%	Shares	Other	2025-02-13
2024-09-30	$11,639,530	300,375	+0.2%	Shares	Other	2024-11-13
2024-06-30	$10,379,088	299,887	+15.4%	Shares	Other	2024-08-13
2024-03-31	$9,104,288	259,974	-87.5%	Shares	Other	2024-05-13
2023-12-31	$74,418,720	2,082,225	-4.9%	Shares	Sole	2024-02-13
2023-09-30	$70,883,954	2,189,804	+11.0%	Shares	Other	2023-11-13
2023-06-30	$77,452,495	1,972,307	+4.6%	Shares	Other	2023-08-14
2023-03-31	$80,074,283	1,886,320	+3.7%	Shares	Other	2023-05-15
2022-12-31	$80,620,140	1,818,226	+11.0%	Shares	Other	2023-02-09
2022-09-30	$60,703,163	1,638,412	+1.2%	Shares	Other	2022-11-14
2022-06-30	$70,449,128	1,619,148	+7.1%	Shares	Other	2022-08-12
2022-03-31	$68,272,985	1,512,137	-9.4%	Shares	Other	2022-05-13
2021-12-31	$70,888,871	1,668,366	+3.6%	Shares	Sole	2022-02-08
2021-09-30	$62,993,762	1,610,270	+7.4%	Shares	Sole	2021-11-15
2021-06-30	$63,986,353	1,499,563	+8.5%	Shares	Sole	2021-10-12
2021-03-31	$65,995,800	1,382,111	-7.4%	Shares	Sole	2021-05-14
2020-12-31	$59,890,325	1,492,036	-7.5%	Shares	Sole	2021-02-02
2020-09-30	$55,035,389	1,612,995	+19.3%	Shares	Sole	2020-11-05
2020-06-30	$49,217,948	1,352,513	+25.9%	Shares	Sole	2020-07-22
2020-03-31	$45,655,420	1,074,498	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.