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Disclosery

FIRST TRUST ADVISORS LP: CW position timeline

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

FIRST TRUST ADVISORS LP held 201,666 CW 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 201,666 shares
    Change vs previous 13F -4,355 shares

    0.09% of the 13F portfolio, value $152,814,485.

    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 206,021 shares
    Change vs previous 13F +34,191 shares

    0.1% of the 13F portfolio, value $140,325,074.

    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 171,830 shares
    Change vs previous 13F +24,062 shares

    0.07% of the 13F portfolio, value $94,724,765.

    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 147,768 shares
    Change vs previous 13F +829 shares

    0.06% of the 13F portfolio, value $80,229,197.

    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 146,939 shares
    Change vs previous 13F -50,411 shares

    0.06% of the 13F portfolio, value $71,787,079.

    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 197,350 shares
    Change vs previous 13F +140,837 shares

    0.06% of the 13F portfolio, value $62,613,237.

    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 56,513 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $20,054,740.

    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 56,533 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,581,828.

    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).