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FIRST TRUST ADVISORS LP: WS position timeline

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

FIRST TRUST ADVISORS LP held 151,983 WS 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 151,983 shares
    Change vs previous 13F +53,682 shares

    <0.01% of the 13F portfolio, value $5,103,589.

    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 98,301 shares
    Change vs previous 13F -24,800 shares

    <0.01% of the 13F portfolio, value $2,983,435.

    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 123,101 shares
    Change vs previous 13F +29,350 shares

    <0.01% of the 13F portfolio, value $4,261,756.

    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 93,751 shares
    Change vs previous 13F -34,126 shares

    <0.01% of the 13F portfolio, value $2,849,092.

    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 127,877 shares
    Change vs previous 13F +4,756 shares

    <0.01% of the 13F portfolio, value $3,814,570.

    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 123,121 shares
    Change vs previous 13F +6,655 shares

    <0.01% of the 13F portfolio, value $3,118,654.

    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 116,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,705,948.

    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).