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FIRST TRUST ADVISORS LP: COCO position timeline

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

FIRST TRUST ADVISORS LP held 386,501 COCO 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 386,501 shares
    Change vs previous 13F +28,612 shares

    0.02% of the 13F portfolio, value $25,563,176.

    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 357,889 shares
    Change vs previous 13F +100,791 shares

    0.01% of the 13F portfolio, value $17,146,461.

    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 257,098 shares
    Change vs previous 13F +80,976 shares

    0.01% of the 13F portfolio, value $13,628,764.

    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 176,122 shares
    Change vs previous 13F +46,614 shares

    0.01% of the 13F portfolio, value $7,479,901.

    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 129,508 shares
    Change vs previous 13F -44,097 shares

    <0.01% of the 13F portfolio, value $4,675,238.

    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 173,605 shares
    Change vs previous 13F +112,002 shares

    <0.01% of the 13F portfolio, value $5,320,993.

    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 61,603 shares
    Change vs previous 13F -56,854 shares

    <0.01% of the 13F portfolio, value $2,273,766.

    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 118,457 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,353,517.

    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).