Position in CTRI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$15,952,953
+$5,668,452 QoQ
Shares Held
546,147
+34.1% QoQ
Ownership
0.541%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CTRI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $550,744,220 across 12 Utilities - Regulated Gas names. CTRI ranks #12 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
|
1,437,423 | $67,070,157 | |
| 2 | ATO |
Atmos Energy Corp
|
340,408 | $62,880,165 | |
| 3 | UGI |
Ugi Corp /Pa/
|
1,521,047 | $55,396,531 | |
| 4 | NJR |
New Jersey Resources Corp
|
925,204 | $50,812,203 | |
| 5 | SR |
Spire Inc
|
547,637 | $49,583,053 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
705,051 | $48,937,589 | |
| 7 | OGS |
ONE Gas, Inc.
|
552,351 | $47,573,991 | |
| 8 | SWX |
Southwest Gas Holdings, Inc.
|
489,729 | $42,557,450 |
All Filings in CTRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,952,953 | 546,147 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,284,501 | 407,307 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,473,312 | 116,831 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $588,511 | 26,226 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||