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FIRST TRUST ADVISORS LP: CFR position timeline

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

FIRST TRUST ADVISORS LP held 631,586 CFR 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 631,586 shares
    Change vs previous 13F -158,344 shares

    0.06% of the 13F portfolio, value $97,592,744.

    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 789,930 shares
    Change vs previous 13F +45,921 shares

    0.08% of the 13F portfolio, value $108,283,649.

    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 744,009 shares
    Change vs previous 13F +38,908 shares

    0.07% of the 13F portfolio, value $94,213,902.

    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 705,101 shares
    Change vs previous 13F +52,094 shares

    0.07% of the 13F portfolio, value $89,385,653.

    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 653,007 shares
    Change vs previous 13F -14,014 shares

    0.07% of the 13F portfolio, value $83,937,519.

    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 667,021 shares
    Change vs previous 13F +523,407 shares

    0.07% of the 13F portfolio, value $83,511,029.

    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 143,614 shares
    Change vs previous 13F +32,203 shares

    0.02% of the 13F portfolio, value $19,280,179.

    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 111,411 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,462,434.

    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).