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FIRST TRUST ADVISORS LP: WFRD position timeline

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

FIRST TRUST ADVISORS LP held 2,487,704 WFRD 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 2,487,704 shares
    Change vs previous 13F +727,237 shares

    0.12% of the 13F portfolio, value $202,747,876.

    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 1,760,467 shares
    Change vs previous 13F +194,654 shares

    0.12% of the 13F portfolio, value $166,504,968.

    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 1,565,813 shares
    Change vs previous 13F -6,609 shares

    0.09% of the 13F portfolio, value $122,540,525.

    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 1,572,422 shares
    Change vs previous 13F +476,575 shares

    0.08% of the 13F portfolio, value $107,600,837.

    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 1,095,847 shares
    Change vs previous 13F +533,635 shares

    0.04% of the 13F portfolio, value $55,132,062.

    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 562,212 shares
    Change vs previous 13F +549,790 shares

    0.03% of the 13F portfolio, value $30,106,452.

    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 12,422 shares
    Change vs previous 13F -200,579 shares

    <0.01% of the 13F portfolio, value $889,787.

    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 213,001 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,088,044.

    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).