Position in CXM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$3,806,502
+$2,236,094 QoQ
Shares Held
634,417
+214.3% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CXM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $7,224,454,667 across 80 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
2,780,074 | $723,820,066 | |
| 2 | CRM |
Salesforce, Inc.
|
4,484,194 | $702,493,832 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,002,029 | $672,304,394 | |
| 4 | FROG |
JFrog Ltd
|
3,732,370 | $339,197,785 | |
| 5 | DT |
Dynatrace, Inc.
|
7,695,192 | $337,895,880 | |
| 6 | PAYX |
Paychex Inc
|
3,366,093 | $330,987,924 | |
| 7 | ROP |
Roper Technologies Inc
|
939,140 | $317,795,584 | |
| 8 | INTU |
Intuit Inc.
|
835,742 | $218,128,662 |
All Filings in CXM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,806,502 | 634,417 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,570,408 | 201,852 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,283,738 | 295,821 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,239,511 | 382,921 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,872,404 | 224,240 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $338,357 | 43,772 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $309,725 | 32,196 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $375,130 | 30,573 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,405,375 | 199,782 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,101,511 | 296,352 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,341,638 | 313,929 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $470,149 | 36,277 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $932,646 | 114,155 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||