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Disclosery

FIRST TRUST ADVISORS LP: CWAN position timeline

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

FIRST TRUST ADVISORS LP held 2,154,188 CWAN shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,154,188 shares
    Change vs previous 13F +590,014 shares

    2.68% of the 13F portfolio, value $50,946,547.

    13F-HR 0001604488-26-000043 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 0 shares
    • First Trust Capital Management L.P.: 2,154,188 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 1,564,174 shares
    Change vs previous 13F +1,564,174 shares

    0.03% of the 13F portfolio, value $37,727,876.

    13F-HR 0001604488-26-000005 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 84,524 shares
    • First Trust Capital Management L.P.: 1,479,650 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -165,885 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 165,885 shares
    Change vs previous 13F -65,763 shares

    <0.01% of the 13F portfolio, value $3,637,858.

    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).

  5. period ended2025-03-31
    13F 231,648 shares
    Change vs previous 13F -35,885 shares

    0.01% of the 13F portfolio, value $6,208,166.

    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).

  6. period ended2024-12-31
    13F 267,533 shares
    Change vs previous 13F +209,776 shares

    0.01% of the 13F portfolio, value $7,362,508.

    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).

  7. period ended2024-09-30
    13F 57,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,458,364.

    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).