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FIRST TRUST ADVISORS LP: CWT position timeline

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

FIRST TRUST ADVISORS LP held 1,300,055 CWT 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 1,300,055 shares
    Change vs previous 13F -54,110 shares

    0.04% of the 13F portfolio, value $63,247,654.

    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 1,354,165 shares
    Change vs previous 13F -13,813 shares

    0.04% of the 13F portfolio, value $61,397,834.

    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 1,367,978 shares
    Change vs previous 13F -36,342 shares

    0.04% of the 13F portfolio, value $59,274,490.

    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 1,404,320 shares
    Change vs previous 13F +59,404 shares

    0.05% of the 13F portfolio, value $64,444,228.

    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 1,344,916 shares
    Change vs previous 13F -95,134 shares

    0.05% of the 13F portfolio, value $61,166,790.

    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 1,440,050 shares
    Change vs previous 13F -249,927 shares

    0.06% of the 13F portfolio, value $69,784,829.

    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 1,689,977 shares
    Change vs previous 13F +79,658 shares

    0.07% of the 13F portfolio, value $76,606,649.

    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 1,610,319 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $87,311,494.

    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).