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Disclosery

FIRST TRUST ADVISORS LP: CSW position timeline

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

FIRST TRUST ADVISORS LP held 266,240 CSW 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 266,240 shares
    Change vs previous 13F -171,222 shares

    0.04% of the 13F portfolio, value $74,094,592.

    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 437,462 shares
    Change vs previous 13F +55,288 shares

    0.08% of the 13F portfolio, value $113,993,847.

    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 382,174 shares
    Change vs previous 13F +83,876 shares

    0.08% of the 13F portfolio, value $112,179,534.

    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 298,298 shares
    Change vs previous 13F +166,469 shares

    0.05% of the 13F portfolio, value $72,411,839.

    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 131,829 shares
    Change vs previous 13F +53,459 shares

    0.03% of the 13F portfolio, value $37,812,512.

    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 78,370 shares
    Change vs previous 13F +38,997 shares

    0.02% of the 13F portfolio, value $22,846,422.

    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 39,373 shares
    Change vs previous 13F +8,566 shares

    0.01% of the 13F portfolio, value $13,890,794.

    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 30,807 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,287,376.

    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).