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FIRST TRUST ADVISORS LP: CSV position timeline

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

FIRST TRUST ADVISORS LP held 52,686 CSV 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 52,686 shares
    Change vs previous 13F +2,487 shares

    <0.01% of the 13F portfolio, value $2,019,981.

    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 50,199 shares
    Change vs previous 13F +422 shares

    <0.01% of the 13F portfolio, value $2,292,086.

    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 49,777 shares
    Change vs previous 13F +1,352 shares

    <0.01% of the 13F portfolio, value $2,105,567.

    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 48,425 shares
    Change vs previous 13F +5,756 shares

    <0.01% of the 13F portfolio, value $2,156,849.

    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 42,669 shares
    Change vs previous 13F +3,001 shares

    <0.01% of the 13F portfolio, value $1,951,680.

    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 39,668 shares
    Change vs previous 13F -690 shares

    <0.01% of the 13F portfolio, value $1,537,135.

    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 40,358 shares
    Change vs previous 13F -4,504 shares

    <0.01% of the 13F portfolio, value $1,608,266.

    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 44,862 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,472,819.

    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).