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Disclosery

FIRST TRUST ADVISORS LP: CALM position timeline

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

FIRST TRUST ADVISORS LP held 1,274,076 CALM 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 1,274,076 shares
    Change vs previous 13F -278,221 shares

    0.06% of the 13F portfolio, value $102,639,596.

    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 1,552,297 shares
    Change vs previous 13F +355,762 shares

    0.09% of the 13F portfolio, value $122,864,339.

    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 1,196,535 shares
    Change vs previous 13F +96,589 shares

    0.07% of the 13F portfolio, value $95,208,321.

    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 1,099,946 shares
    Change vs previous 13F -355,806 shares

    0.08% of the 13F portfolio, value $103,504,956.

    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 1,455,752 shares
    Change vs previous 13F -49,065 shares

    0.12% of the 13F portfolio, value $145,036,622.

    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 1,504,817 shares
    Change vs previous 13F +135,242 shares

    0.12% of the 13F portfolio, value $136,787,908.

    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 1,369,575 shares
    Change vs previous 13F -302,205 shares

    0.12% of the 13F portfolio, value $140,956,651.

    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 1,671,780 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $125,116,014.

    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).