Skip to content
Disclosery

FIRST TRUST ADVISORS LP: WEX position timeline

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

FIRST TRUST ADVISORS LP held 36,621 WEX 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 36,621 shares
    Change vs previous 13F -15,774 shares

    <0.01% of the 13F portfolio, value $5,166,696.

    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 52,395 shares
    Change vs previous 13F +12,542 shares

    0.01% of the 13F portfolio, value $8,018,468.

    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 39,853 shares
    Change vs previous 13F +23,416 shares

    <0.01% of the 13F portfolio, value $5,937,318.

    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 16,437 shares
    Change vs previous 13F -14,522 shares

    <0.01% of the 13F portfolio, value $2,589,320.

    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 30,959 shares
    Change vs previous 13F -1,652 shares

    <0.01% of the 13F portfolio, value $4,547,611.

    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 32,611 shares
    Change vs previous 13F +30,937 shares

    <0.01% of the 13F portfolio, value $5,120,610.

    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 1,674 shares
    Change vs previous 13F -1,614 shares

    <0.01% of the 13F portfolio, value $293,485.

    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 3,288 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $689,592.

    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).