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Disclosery

FIRST TRUST ADVISORS LP: CI position timeline

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

FIRST TRUST ADVISORS LP held 207,440 CI 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 207,440 shares
    Change vs previous 13F -10,326 shares

    0.03% of the 13F portfolio, value $57,187,000.

    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 217,766 shares
    Change vs previous 13F -34,430 shares

    0.04% of the 13F portfolio, value $58,088,925.

    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 252,196 shares
    Change vs previous 13F +164,058 shares

    0.05% of the 13F portfolio, value $69,412,023.

    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 88,138 shares
    Change vs previous 13F +2,580 shares

    0.02% of the 13F portfolio, value $25,405,634.

    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 85,558 shares
    Change vs previous 13F -1,899 shares

    0.02% of the 13F portfolio, value $28,284,037.

    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 87,457 shares
    Change vs previous 13F +6,969 shares

    0.03% of the 13F portfolio, value $28,773,305.

    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 80,488 shares
    Change vs previous 13F -962 shares

    0.02% of the 13F portfolio, value $22,225,855.

    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 81,450 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $28,217,531.

    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).