Skip to content
Disclosery

FIRST TRUST ADVISORS LP: CHTR position timeline

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

FIRST TRUST ADVISORS LP held 97,905 CHTR 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 97,905 shares
    Change vs previous 13F -2,582 shares

    0.01% of the 13F portfolio, value $13,923,116.

    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 100,487 shares
    Change vs previous 13F +15,261 shares

    0.02% of the 13F portfolio, value $21,693,187.

    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 85,226 shares
    Change vs previous 13F -80,793 shares

    0.01% of the 13F portfolio, value $17,790,979.

    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 166,019 shares
    Change vs previous 13F +35,665 shares

    0.03% of the 13F portfolio, value $45,672,765.

    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 130,354 shares
    Change vs previous 13F +48,582 shares

    0.04% of the 13F portfolio, value $53,290,178.

    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 81,772 shares
    Change vs previous 13F -16,778 shares

    0.03% of the 13F portfolio, value $30,135,578.

    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 98,550 shares
    Change vs previous 13F -2,257 shares

    0.03% of the 13F portfolio, value $33,780,117.

    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 100,807 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $32,669,532.

    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).