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Disclosery

FIRST TRUST ADVISORS LP: CHE position timeline

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

FIRST TRUST ADVISORS LP held 219,788 CHE 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 219,788 shares
    Change vs previous 13F -16,604 shares

    0.06% of the 13F portfolio, value $102,363,969.

    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 236,392 shares
    Change vs previous 13F +46,791 shares

    0.06% of the 13F portfolio, value $89,294,695.

    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 189,601 shares
    Change vs previous 13F +14,422 shares

    0.06% of the 13F portfolio, value $81,122,697.

    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 175,179 shares
    Change vs previous 13F +25,047 shares

    0.06% of the 13F portfolio, value $78,434,623.

    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 150,132 shares
    Change vs previous 13F +27,421 shares

    0.06% of the 13F portfolio, value $73,103,839.

    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 122,711 shares
    Change vs previous 13F +89,318 shares

    0.07% of the 13F portfolio, value $75,506,590.

    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 33,393 shares
    Change vs previous 13F -943 shares

    0.02% of the 13F portfolio, value $17,691,557.

    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 34,336 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $20,634,900.

    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).