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FIRST TRUST ADVISORS LP: WBS position timeline

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

FIRST TRUST ADVISORS LP held 188,399 WBS 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 188,399 shares
    Share basis changed not comparable

    Membership change: First Trust Capital Management L.P. left the group. 0.01% of the 13F portfolio, value $14,397,426.

    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 854,575 shares
    Change vs previous 13F +376,633 shares

    0.04% of the 13F portfolio, value $59,324,573.

    13F-HR 0001604488-26-000043 filed by First Trust Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 356,232 shares
    • First Trust Capital Management L.P.: 498,343 shares

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

  3. period ended2025-12-31
    13F 477,942 shares
    Change vs previous 13F -24,225 shares

    0.02% of the 13F portfolio, value $30,081,648.

    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 502,167 shares
    Change vs previous 13F -26,423 shares

    0.02% of the 13F portfolio, value $29,848,786.

    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 528,590 shares
    Change vs previous 13F -38 shares

    0.02% of the 13F portfolio, value $28,861,014.

    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 528,628 shares
    Change vs previous 13F -145,440 shares

    0.02% of the 13F portfolio, value $27,250,773.

    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 674,068 shares
    Change vs previous 13F +278,545 shares

    0.03% of the 13F portfolio, value $37,222,034.

    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 395,523 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,435,327.

    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).