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Disclosery

FIRST TRUST ADVISORS LP: CMS position timeline

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

FIRST TRUST ADVISORS LP held 764,245 CMS 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 764,245 shares
    Change vs previous 13F -182,940 shares

    0.03% of the 13F portfolio, value $58,464,749.

    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 947,185 shares
    Change vs previous 13F -133,696 shares

    0.05% of the 13F portfolio, value $73,482,593.

    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 1,080,881 shares
    Change vs previous 13F -23,388 shares

    0.05% of the 13F portfolio, value $75,585,997.

    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 1,104,269 shares
    Change vs previous 13F +75,241 shares

    0.06% of the 13F portfolio, value $80,898,738.

    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 1,029,028 shares
    Change vs previous 13F -97,164 shares

    0.06% of the 13F portfolio, value $71,291,098.

    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 1,126,192 shares
    Change vs previous 13F +247,401 shares

    0.07% of the 13F portfolio, value $84,588,307.

    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 878,791 shares
    Change vs previous 13F -41,738 shares

    0.05% of the 13F portfolio, value $58,571,412.

    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 920,529 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $65,016,962.

    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).