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Disclosery

FIRST TRUST ADVISORS LP: CMBS position timeline

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

FIRST TRUST ADVISORS LP held 28,764 CMBS 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 28,764 shares
    Change vs previous 13F +311 shares

    <0.01% of the 13F portfolio, value $1,399,368.

    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 28,453 shares
    Change vs previous 13F -12,623 shares

    <0.01% of the 13F portfolio, value $1,386,514.

    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 41,076 shares
    Change vs previous 13F +1,380 shares

    <0.01% of the 13F portfolio, value $2,016,010.

    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 39,696 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $1,947,882.

    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 39,444 shares
    Change vs previous 13F +917 shares

    <0.01% of the 13F portfolio, value $1,921,711.

    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 38,527 shares
    Change vs previous 13F -1,393 shares

    <0.01% of the 13F portfolio, value $1,849,296.

    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 39,920 shares
    Change vs previous 13F +730 shares

    <0.01% of the 13F portfolio, value $1,884,224.

    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 39,190 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,917,566.

    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).