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Disclosery

FIRST TRUST ADVISORS LP: CUBI position timeline

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

FIRST TRUST ADVISORS LP held 45,135 CUBI 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 45,135 shares
    Change vs previous 13F +21,478 shares

    <0.01% of the 13F portfolio, value $3,570,178.

    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 23,657 shares
    Change vs previous 13F -1,049 shares

    <0.01% of the 13F portfolio, value $1,642,032.

    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 24,706 shares
    Change vs previous 13F -1,264 shares

    <0.01% of the 13F portfolio, value $1,806,502.

    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 25,970 shares
    Change vs previous 13F -40,211 shares

    <0.01% of the 13F portfolio, value $1,697,658.

    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 66,181 shares
    Change vs previous 13F -19,938 shares

    <0.01% of the 13F portfolio, value $3,887,471.

    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 86,119 shares
    Change vs previous 13F -5,192 shares

    <0.01% of the 13F portfolio, value $4,323,173.

    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 91,311 shares
    Change vs previous 13F -12,827 shares

    <0.01% of the 13F portfolio, value $4,445,019.

    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 104,138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,837,210.

    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).