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FIRST TRUST ADVISORS LP: TCBX position timeline

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

FIRST TRUST ADVISORS LP held 50,110 TCBX 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 50,110 shares
    Change vs previous 13F +9,903 shares

    <0.01% of the 13F portfolio, value $2,024,444.

    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 40,207 shares
    Change vs previous 13F +190 shares

    <0.01% of the 13F portfolio, value $1,521,030.

    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 40,017 shares
    Change vs previous 13F -6,569 shares

    <0.01% of the 13F portfolio, value $1,521,046.

    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 46,586 shares
    Change vs previous 13F +37,713 shares

    <0.01% of the 13F portfolio, value $1,768,870.

    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 8,873 shares
    Change vs previous 13F +616 shares

    <0.01% of the 13F portfolio, value $289,880.

    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 8,257 shares
    Change vs previous 13F -57 shares

    <0.01% of the 13F portfolio, value $275,536.

    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 8,314 shares
    Change vs previous 13F +47 shares

    <0.01% of the 13F portfolio, value $282,260.

    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 8,267 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $221,307.

    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).