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Disclosery

FIRST TRUST ADVISORS LP: CHRD position timeline

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

FIRST TRUST ADVISORS LP held 369,805 CHRD 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 369,805 shares
    Change vs previous 13F -210,115 shares

    0.02% of the 13F portfolio, value $42,268,756.

    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 579,920 shares
    Change vs previous 13F +287,340 shares

    0.06% of the 13F portfolio, value $82,453,081.

    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 292,580 shares
    Change vs previous 13F -47,335 shares

    0.02% of the 13F portfolio, value $27,122,119.

    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 339,915 shares
    Change vs previous 13F -59,713 shares

    0.03% of the 13F portfolio, value $33,777,305.

    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 399,628 shares
    Change vs previous 13F +11,785 shares

    0.03% of the 13F portfolio, value $38,703,967.

    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 387,843 shares
    Change vs previous 13F -27,376 shares

    0.04% of the 13F portfolio, value $43,717,662.

    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 415,219 shares
    Change vs previous 13F +100,197 shares

    0.04% of the 13F portfolio, value $48,547,405.

    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 315,022 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $41,025,315.

    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).