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FIRST TRUST ADVISORS LP: WK position timeline

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

FIRST TRUST ADVISORS LP held 1,126,475 WK 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 1,126,475 shares
    Change vs previous 13F +263,539 shares

    0.03% of the 13F portfolio, value $54,645,302.

    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 862,936 shares
    Change vs previous 13F +121,643 shares

    0.04% of the 13F portfolio, value $51,456,873.

    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 741,293 shares
    Change vs previous 13F -71,467 shares

    0.05% of the 13F portfolio, value $63,936,521.

    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 812,760 shares
    Change vs previous 13F -151,587 shares

    0.05% of the 13F portfolio, value $69,962,380.

    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 964,347 shares
    Change vs previous 13F +3,673 shares

    0.05% of the 13F portfolio, value $66,009,552.

    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 960,674 shares
    Change vs previous 13F +136,455 shares

    0.06% of the 13F portfolio, value $72,924,763.

    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 824,219 shares
    Change vs previous 13F +24,172 shares

    0.08% of the 13F portfolio, value $90,251,980.

    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 800,047 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $63,299,718.

    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).