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Disclosery

FIRST TRUST ADVISORS LP: CVLT position timeline

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

FIRST TRUST ADVISORS LP held 1,091,705 CVLT 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 1,091,705 shares
    Change vs previous 13F +97,003 shares

    0.09% of the 13F portfolio, value $154,727,349.

    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 994,702 shares
    Change vs previous 13F -542,332 shares

    0.06% of the 13F portfolio, value $77,477,338.

    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 1,537,034 shares
    Change vs previous 13F +312,178 shares

    0.14% of the 13F portfolio, value $192,682,582.

    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 1,224,856 shares
    Change vs previous 13F +1,139,547 shares

    0.17% of the 13F portfolio, value $231,228,315.

    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 85,309 shares
    Change vs previous 13F +1,817 shares

    0.01% of the 13F portfolio, value $14,871,917.

    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 83,492 shares
    Change vs previous 13F -20,956 shares

    0.01% of the 13F portfolio, value $13,171,697.

    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 104,448 shares
    Change vs previous 13F +24,227 shares

    0.01% of the 13F portfolio, value $15,762,247.

    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 80,221 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,342,000.

    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).