Position in CSV
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,019,981
-$272,105 QoQ
Shares Held
52,686
+5.0% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 157 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSV Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $138,482,960 across 7 Personal Services names. CSV ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRB |
H&R Block Inc
|
2,007,551 | $76,447,542 | |
| 2 | ROL |
Rollins Inc
|
962,588 | $40,178,422 | |
| 3 | FTDR |
Frontdoor, Inc.
|
136,386 | $10,582,189 | |
| 4 | SCI |
Service Corp International
|
68,411 | $5,196,498 | |
| 5 | BFAM |
Bright Horizons Family Solutions Inc.
|
34,379 | $2,436,783 | |
| 6 | CSV |
Carriage Services Inc
This page
|
52,686 | $2,019,981 | |
| 7 | ANDG |
Andersen Group Inc.
|
42,989 | $1,621,545 |
All Filings in CSV
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,019,981 | 52,686 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,292,086 | 50,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,105,567 | 49,777 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,156,849 | 48,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,951,680 | 42,669 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,537,135 | 39,668 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,608,266 | 40,358 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,472,819 | 44,862 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,017,826 | 37,922 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,021,625 | 37,782 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $916,366 | 36,640 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,009,457 | 35,733 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,157,587 | 35,651 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,064,232 | 34,870 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $887,008 | 32,208 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,106,529 | 34,407 | Shares | Sole | 2022-11-14 | |
| 2020-06-30 | $592,125 | 32,678 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $488,214 | 30,230 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||