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Disclosery

FIRST TRUST ADVISORS LP: CRM position timeline

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

FIRST TRUST ADVISORS LP held 4,484,194 CRM 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 4,484,194 shares
    Change vs previous 13F +771,326 shares

    0.41% of the 13F portfolio, value $702,493,666.

    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 3,712,868 shares
    Change vs previous 13F +358,166 shares

    0.5% of the 13F portfolio, value $693,080,962.

    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 3,354,702 shares
    Change vs previous 13F -7,762 shares

    0.65% of the 13F portfolio, value $888,694,121.

    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 3,362,464 shares
    Change vs previous 13F +688,991 shares

    0.59% of the 13F portfolio, value $796,903,970.

    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 2,673,473 shares
    Change vs previous 13F +52,035 shares

    0.59% of the 13F portfolio, value $729,029,466.

    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 2,621,438 shares
    Change vs previous 13F +805,387 shares

    0.62% of the 13F portfolio, value $703,489,079.

    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 1,816,051 shares
    Change vs previous 13F -14,999 shares

    0.54% of the 13F portfolio, value $607,160,367.

    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 1,831,050 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $501,176,693.

    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).