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Disclosery

FIRST TRUST ADVISORS LP: CMA position timeline

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

FIRST TRUST ADVISORS LP held 0 CMA shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,240,304 shares

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 0 shares
    • First Trust Capital Management L.P.: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,240,304 shares
    Change vs previous 13F +547,277 shares

    0.08% of the 13F portfolio, value $107,819,635.

    13F-HR 0001604488-26-000005 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 483,971 shares
    • First Trust Capital Management L.P.: 756,333 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 693,027 shares
    Change vs previous 13F +38,924 shares

    0.04% of the 13F portfolio, value $47,486,208.

    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).

  4. period ended2025-06-30
    13F 654,103 shares
    Change vs previous 13F +69,392 shares

    0.03% of the 13F portfolio, value $39,017,253.

    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).

  5. period ended2025-03-31
    13F 584,711 shares
    Change vs previous 13F -1,228,666 shares

    0.03% of the 13F portfolio, value $34,533,033.

    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).

  6. period ended2024-12-31
    13F 1,813,377 shares
    Change vs previous 13F +298,974 shares

    0.1% of the 13F portfolio, value $112,157,389.

    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).

  7. period ended2024-09-30
    13F 1,514,403 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $90,727,883.

    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).