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
- period ended2026-06-3013F 164,599 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 163,867 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 165,014 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 698,303 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 656,705 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 638,304 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 127,610 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 156,964 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).