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Equibles

FIRST TRUST ADVISORS LP

Position in AVA — Avista Corp

CIK 1125816 Wheaton, IL
Back to AVA Full portfolio

Position in AVA

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$38,934,128
-$2,442,343 QoQ
Shares Held
951,702
-7.7% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 417 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in AVA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $147,274,230 across 4 Utilities - Diversified names. AVA ranks #2 (26.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AES
Aes Corp
 3,922,854 $57,509,039
2 AVA
Avista Corp
This page 		951,702 $38,934,128
3 AQN
Algonquin Power & Utilities Corp.
 5,525,283 $32,378,158
4 SRE
Sempra
 199,039 $18,452,905

All Filings in AVA

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,934,128 951,702
2026-03-31 $41,376,471 1,030,804
2025-12-31 $40,063,446 1,039,529
2025-09-30 $48,491,627 1,282,508
2025-06-30 $10,593,590 279,146
2025-03-31 $11,692,448 279,256
2024-12-31 $11,703,357 319,502
2024-09-30 $11,639,530 300,375
2024-06-30 $10,379,088 299,887
2024-03-31 $9,104,288 259,974
2023-12-31 $74,418,720 2,082,225
2023-09-30 $70,883,954 2,189,804
2023-06-30 $77,452,495 1,972,307
2023-03-31 $80,074,283 1,886,320
2022-12-31 $80,620,140 1,818,226
2022-09-30 $60,703,163 1,638,412
2022-06-30 $70,449,128 1,619,148
2022-03-31 $68,272,985 1,512,137
2021-12-31 $70,888,871 1,668,366
2021-09-30 $62,993,762 1,610,270
2021-06-30 $63,986,353 1,499,563
2021-03-31 $65,995,800 1,382,111
2020-12-31 $59,890,325 1,492,036
2020-09-30 $55,035,389 1,612,995
2020-06-30 $49,217,948 1,352,513
2020-03-31 $45,655,420 1,074,498