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FIRST TRUST ADVISORS LP: WES position timeline

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

FIRST TRUST ADVISORS LP held 757,171 WES 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 757,171 shares
    Share basis changed not comparable

    Membership change: First Trust Capital Management L.P. left the group. 0.02% of the 13F portfolio, value $33,133,802.

    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 907,827 shares
    Change vs previous 13F +253,478 shares

    0.03% of the 13F portfolio, value $37,375,237.

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

    • FIRST TRUST ADVISORS LP: 902,585 shares
    • First Trust Capital Management L.P.: 5,242 shares

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

  3. period ended2025-12-31
    13F 654,349 shares
    Change vs previous 13F +152,452 shares

    0.02% of the 13F portfolio, value $25,846,803.

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

    • FIRST TRUST ADVISORS LP: 649,111 shares
    • First Trust Capital Management L.P.: 5,238 shares

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

  4. period ended2025-09-30
    13F 501,897 shares
    Change vs previous 13F -13,944 shares

    0.01% of the 13F portfolio, value $19,719,551.

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

    • FIRST TRUST ADVISORS LP: 496,190 shares
    • First Trust Capital Management L.P.: 5,707 shares

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

  5. period ended2025-06-30
    13F 515,841 shares
    Change vs previous 13F -76,309 shares

    0.02% of the 13F portfolio, value $19,963,044.

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

    • FIRST TRUST ADVISORS LP: 510,134 shares
    • First Trust Capital Management L.P.: 5,707 shares

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

  6. period ended2025-03-31
    13F/A 592,150 shares
    Change vs previous 13F -31,974 shares

    0.02% of the 13F portfolio, value $24,254,464.

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

    • FIRST TRUST ADVISORS LP: 592,150 shares
    • First Trust Capital Management L.P.: 0 shares

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

  7. period ended2024-12-31
    13F/A 624,124 shares
    Change vs previous 13F +95,071 shares

    0.02% of the 13F portfolio, value $23,985,085.

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

    • FIRST TRUST ADVISORS LP: 618,538 shares
    • First Trust Capital Management L.P.: 5,586 shares

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

  8. period ended2024-09-30
    13F 529,053 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $20,241,556.

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

    • FIRST TRUST ADVISORS LP: 521,757 shares
    • First Trust Capital Management L.P.: 7,296 shares

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