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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,353 positions · $134,697,769,996 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CBZ

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Shares Held

Position Value (USD)

24 quarters on record
Report Date Value (USD) Shares
2026-03-31 $1,672,379 62,286
2025-12-31 $934,737 18,528
2025-09-30 $588,226 11,107
2025-03-31 $4,555,848 60,056
2024-12-31 $1,481,695 18,107
2024-09-30 $3,474,788 51,639
2024-06-30 $4,537,365 61,233
2024-03-31 $5,160,119 65,734
2023-12-31 $3,936,285 62,890
2023-09-30 $3,788,181 72,990
2023-06-30 $3,774,195 70,837
2023-03-31 $3,701,406 74,791
2022-12-31 $4,169,134 88,989
2022-09-30 $4,117,489 96,248
2022-06-30 $4,412,103 110,413
2022-03-31 $1,721,777 41,024
2021-12-31 $1,792,048 45,809
2021-09-30 $2,434,846 75,289
2021-06-30 $2,726,267 83,194
2021-03-31 $2,855,365 87,427
2020-12-31 $1,346,226 50,591
2020-09-30 $1,516,967 66,330
2020-06-30 $1,643,646 68,571
2020-03-31 $594,190 28,403