First Trust Advisors
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First Trust Advisors’s CSP Inc CSPI Stock Holding History

First Trust Advisors’s Portfolio CSPI Stock Details CSPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,059
Closed -$260K – 2606
2025
Q2 		$260K Buy
20,059
+750
+4% +$10.8K ﹤0.01% 2453
2025
Q1 		$296K Sell
19,309
-103
-0.5% -$1.76K ﹤0.01% 2371
2024
Q4 		$312K Sell
19,412
-2,166
-10% -$31.3K ﹤0.01% 2374
2024
Q3 		$280K Buy
+21,578
New +$303K ﹤0.01% 2273

Other funds holding CSPI

VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

First Trust Advisors's CSPI Position: Q3 2025 in Review

First Trust Advisors sold out of CSP Inc (CSPI) in Q3 2025, closing a stake of 20,059 shares — an estimated $260K sold.

First Trust Advisors first reported a position in CSPI in Q3 2024 and held it in 4 quarters. The position peaked at $312K in Q4 2024. 48 funds tracked by Wall St. Rank hold CSPI as of Q3 2025.

  • First Trust Advisors reported no remaining CSP Inc position as of Q3 2025 after selling out during the quarter.
  • First Trust Advisors sold 20,059 CSP Inc shares in Q3 2025, an estimated $260K.
  • First Trust Advisors first reported a position in CSP Inc in Q3 2024 and held it in 4 quarters.
  • First Trust Advisors's CSP Inc position peaked at $312K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held CSP Inc as of Q3 2025.

Based on First Trust Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.