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FIRST TRUST ADVISORS LP

CIK
1125816
City
Wheaton
State / Country
IL

Top Portfolio Positions

2,357 positions · $134,727,498,050 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CHTR

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $21,693,133 100,487
2025-12-31 $17,790,927 85,226
2025-09-30 $45,673,487 166,019
2025-06-30 $53,290,018 130,354
2025-03-31 $30,135,435 81,772
2024-12-31 $33,779,983 98,550
2024-09-30 $32,669,532 100,807
2024-06-30 $32,815,344 109,765
2024-03-31 $30,909,953 106,355
2023-12-31 $31,536,717 81,138
2023-09-30 $32,347,441 73,547
2023-06-30 $32,414,157 88,233
2023-03-31 $29,177,399 81,590
2022-12-31 $25,259,219 74,489
2022-09-30 $15,714,440 51,803
2022-06-30 $15,094,631 32,217
2022-03-31 $16,465,430 30,183
2021-12-31 $25,707,177 39,430
2021-09-30 $32,233,818 44,304
2021-06-30 $23,407,445 32,445
2021-03-31 $20,962,020 33,973
2020-12-31 $23,568,380 35,626
2020-09-30 $17,683,181 28,323
2020-06-30 $14,535,629 28,499
2020-03-31 $27,322,168 62,621