First Trust Advisors
CSM icon

First Trust Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

First Trust Advisors’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,898
Closed -$231K – 2637
2025
Q4 		$231K Buy
2,898
+2
+0.1% +$156 ﹤0.01% 2532
2025
Q3 		$222K Sell
2,896
-2,281
-44% -$167K ﹤0.01% 2481
2025
Q2 		$365K Buy
+5,177
New +$338K ﹤0.01% 2359

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors's CSM Position: Q1 2026 in Review

First Trust Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q1 2026, closing a stake of 2,898 shares — an estimated $231K sold.

First Trust Advisors first reported a position in CSM in Q2 2025 and held it in 3 quarters. The position peaked at $365K in Q2 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • First Trust Advisors reported no remaining ProShares Large Cap Core Plus position as of Q1 2026 after selling out during the quarter.
  • First Trust Advisors sold 2,898 ProShares Large Cap Core Plus shares in Q1 2026, an estimated $231K.
  • First Trust Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2025 and held it in 3 quarters.
  • First Trust Advisors's ProShares Large Cap Core Plus position peaked at $365K in Q2 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.