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FIRST TRUST ADVISORS LP: CFG position timeline

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

FIRST TRUST ADVISORS LP held 903,736 CFG 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 903,736 shares
    Change vs previous 13F -235,083 shares

    0.04% of the 13F portfolio, value $63,324,792.

    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 1,138,819 shares
    Change vs previous 13F -122,515 shares

    0.05% of the 13F portfolio, value $68,294,967.

    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 1,261,334 shares
    Change vs previous 13F -66,145 shares

    0.05% of the 13F portfolio, value $73,674,517.

    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 1,327,479 shares
    Change vs previous 13F -186,779 shares

    0.05% of the 13F portfolio, value $70,568,776.

    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 1,514,258 shares
    Change vs previous 13F +128,743 shares

    0.05% of the 13F portfolio, value $67,763,037.

    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 1,385,515 shares
    Change vs previous 13F -1,914,014 shares

    0.05% of the 13F portfolio, value $56,764,536.

    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 3,299,529 shares
    Change vs previous 13F +469,629 shares

    0.13% of the 13F portfolio, value $144,387,400.

    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 2,829,900 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $116,223,993.

    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).