Skip to content
Disclosery

FIRST TRUST ADVISORS LP: WSO position timeline

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

FIRST TRUST ADVISORS LP held 15,806 WSO 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 15,806 shares
    Change vs previous 13F -18,406 shares

    <0.01% of the 13F portfolio, value $6,586,761.

    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 34,212 shares
    Change vs previous 13F +22,208 shares

    0.01% of the 13F portfolio, value $12,445,937.

    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 12,004 shares
    Change vs previous 13F -92,343 shares

    <0.01% of the 13F portfolio, value $4,044,763.

    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 104,347 shares
    Change vs previous 13F -2,682 shares

    0.03% of the 13F portfolio, value $42,187,501.

    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 107,029 shares
    Change vs previous 13F -8,284 shares

    0.04% of the 13F portfolio, value $47,266,245.

    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 115,313 shares
    Change vs previous 13F -6,876 shares

    0.05% of the 13F portfolio, value $58,613,700.

    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 122,189 shares
    Change vs previous 13F -6,573 shares

    0.05% of the 13F portfolio, value $57,904,224.

    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 128,762 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $63,335,451.

    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).