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FIRST TRUST ADVISORS LP: WAFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on WAFD, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 164,599 WAFD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,599 shares
    Change vs previous 13F +732 shares

    <0.01% of the 13F portfolio, value $6,315,663.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 163,867 shares
    Change vs previous 13F -1,147 shares

    <0.01% of the 13F portfolio, value $5,145,423.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,014 shares
    Change vs previous 13F -533,289 shares

    <0.01% of the 13F portfolio, value $5,285,398.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 698,303 shares
    Change vs previous 13F +41,598 shares

    0.02% of the 13F portfolio, value $21,151,597.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 656,705 shares
    Change vs previous 13F +18,401 shares

    0.02% of the 13F portfolio, value $19,228,322.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 638,304 shares
    Change vs previous 13F +510,694 shares

    0.02% of the 13F portfolio, value $18,242,728.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 127,610 shares
    Change vs previous 13F -29,354 shares

    <0.01% of the 13F portfolio, value $4,114,146.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 156,964 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,470,195.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).