Skip to content

FIRST TRUST ADVISORS LP: WFC position timeline

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

FIRST TRUST ADVISORS LP held 3,809,334 WFC 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 3,809,334 shares
    Change vs previous 13F +1,563,576 shares

    0.19% of the 13F portfolio, value $314,803,342.

    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 2,245,758 shares
    Change vs previous 13F +1,191,146 shares

    0.13% of the 13F portfolio, value $178,784,833.

    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 1,054,612 shares
    Change vs previous 13F +200,018 shares

    0.07% of the 13F portfolio, value $98,289,829.

    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 854,594 shares
    Change vs previous 13F -108,584 shares

    0.05% of the 13F portfolio, value $71,632,101.

    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 963,178 shares
    Change vs previous 13F +132,562 shares

    0.06% of the 13F portfolio, value $77,169,813.

    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 830,616 shares
    Change vs previous 13F -230,938 shares

    0.05% of the 13F portfolio, value $59,629,888.

    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 1,061,554 shares
    Change vs previous 13F +453,697 shares

    0.07% of the 13F portfolio, value $74,563,555.

    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 607,857 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $34,337,841.

    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).