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FIRST TRUST ADVISORS LP: CPF position timeline

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

FIRST TRUST ADVISORS LP held 117,301 CPF 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 117,301 shares
    Change vs previous 13F +5,158 shares

    <0.01% of the 13F portfolio, value $4,480,898.

    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 112,143 shares
    Change vs previous 13F +11,575 shares

    <0.01% of the 13F portfolio, value $3,584,090.

    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 100,568 shares
    Change vs previous 13F +7,520 shares

    <0.01% of the 13F portfolio, value $3,133,698.

    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 93,048 shares
    Change vs previous 13F -4,640 shares

    <0.01% of the 13F portfolio, value $2,823,076.

    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 97,688 shares
    Change vs previous 13F +4,941 shares

    <0.01% of the 13F portfolio, value $2,738,194.

    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 92,747 shares
    Change vs previous 13F +797 shares

    <0.01% of the 13F portfolio, value $2,507,878.

    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 91,950 shares
    Change vs previous 13F -3,086 shares

    <0.01% of the 13F portfolio, value $2,671,147.

    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 95,036 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,804,512.

    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).