Skip to content
Disclosery

FIRST TRUST ADVISORS LP: CAKE position timeline

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

FIRST TRUST ADVISORS LP held 157,591 CAKE 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 157,591 shares
    Change vs previous 13F +82,290 shares

    0.01% of the 13F portfolio, value $12,534,788.

    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 75,301 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $4,122,729.

    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 75,600 shares
    Change vs previous 13F -23,563 shares

    <0.01% of the 13F portfolio, value $3,816,288.

    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 99,163 shares
    Change vs previous 13F -12,857 shares

    <0.01% of the 13F portfolio, value $5,418,266.

    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 112,020 shares
    Change vs previous 13F +5,326 shares

    0.01% of the 13F portfolio, value $7,019,173.

    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 106,694 shares
    Change vs previous 13F +15,712 shares

    <0.01% of the 13F portfolio, value $5,191,730.

    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 90,982 shares
    Change vs previous 13F +69,515 shares

    <0.01% of the 13F portfolio, value $4,316,186.

    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 21,467 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $870,486.

    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).