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Disclosery

FIRST TRUST ADVISORS LP: CB position timeline

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

FIRST TRUST ADVISORS LP held 1,742,005 CB 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 1,742,005 shares
    Change vs previous 13F +136,021 shares

    0.35% of the 13F portfolio, value $593,570,915.

    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 1,605,984 shares
    Change vs previous 13F +80,186 shares

    0.37% of the 13F portfolio, value $523,438,397.

    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 1,525,798 shares
    Change vs previous 13F +85,960 shares

    0.35% of the 13F portfolio, value $476,232,187.

    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 1,439,838 shares
    Change vs previous 13F +157,956 shares

    0.3% of the 13F portfolio, value $406,394,143.

    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 1,281,882 shares
    Change vs previous 13F -537,938 shares

    0.3% of the 13F portfolio, value $371,386,984.

    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 1,819,820 shares
    Change vs previous 13F -100,872 shares

    0.49% of the 13F portfolio, value $549,567,325.

    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 1,920,692 shares
    Change vs previous 13F +116,588 shares

    0.47% of the 13F portfolio, value $530,687,172.

    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 1,804,104 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $520,285,551.

    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).