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Disclosery

First Trust Direct Indexing L.P.: CSCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Trust Direct Indexing L.P. on CSCO, newest first. How the timeline and the estimate are built.

First Trust Direct Indexing L.P. held 0 CSCO shares at 2024-12-31 per its 13F-HR filed 2025-01-23.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -149,701 shares

    13F-HR 0001085146-25-000424 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-09-30
    13F 149,701 shares
    Change vs previous 13F +27,510 shares

    0.43% of the 13F portfolio, value $7,967,064.

    13F-HR 0001085146-24-005169 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 122,191 shares
    Change vs previous 13F +3,255 shares

    0.36% of the 13F portfolio, value $5,805,303.

    13F-HR 0001085146-24-003475 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 118,936 shares
    Change vs previous 13F +10,124 shares

    0.44% of the 13F portfolio, value $5,936,077.

    13F-HR 0001085146-24-001933 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 108,812 shares
    Change vs previous 13F +10,755 shares

    0.49% of the 13F portfolio, value $5,497,204.

    13F-HR 0001085146-24-000750 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 98,057 shares
    Change vs previous 13F +4,940 shares

    0.6% of the 13F portfolio, value $5,271,558.

    13F-HR 0001085146-23-003973 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 93,117 shares
    Change vs previous 13F +1,550 shares

    0.54% of the 13F portfolio, value $4,817,878.

    13F-HR 0001085146-23-002686 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 91,567 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,786,669.

    13F-HR 0001085146-23-001899 filed by First Trust Direct Indexing L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).