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FIRST TRUST ADVISORS LP: CR position timeline

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

FIRST TRUST ADVISORS LP held 340,036 CR 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 340,036 shares
    Change vs previous 13F +137,991 shares

    0.04% of the 13F portfolio, value $75,851,725.

    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 202,045 shares
    Change vs previous 13F +100,157 shares

    0.02% of the 13F portfolio, value $34,549,672.

    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 101,888 shares
    Change vs previous 13F +19,801 shares

    0.01% of the 13F portfolio, value $18,791,209.

    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 82,087 shares
    Change vs previous 13F +6,928 shares

    0.01% of the 13F portfolio, value $15,115,504.

    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 75,159 shares
    Change vs previous 13F +7,227 shares

    0.01% of the 13F portfolio, value $14,271,964.

    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 67,932 shares
    Change vs previous 13F -529,801 shares

    0.01% of the 13F portfolio, value $10,405,826.

    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 597,733 shares
    Change vs previous 13F +115,554 shares

    0.08% of the 13F portfolio, value $90,705,967.

    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 482,179 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $76,319,292.

    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).