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FIRST TRUST ADVISORS LP: WTRG position timeline

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

FIRST TRUST ADVISORS LP held 2,092,331 WTRG 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 2,092,331 shares
    Change vs previous 13F +180,720 shares

    0.05% of the 13F portfolio, value $80,157,198.

    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 1,911,611 shares
    Change vs previous 13F -2,231,098 shares

    0.06% of the 13F portfolio, value $76,980,585.

    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 4,142,709 shares
    Change vs previous 13F +35,662 shares

    0.12% of the 13F portfolio, value $158,914,333.

    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 4,107,047 shares
    Change vs previous 13F -51,329 shares

    0.12% of the 13F portfolio, value $163,871,179.

    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 4,158,376 shares
    Change vs previous 13F +375 shares

    0.12% of the 13F portfolio, value $154,442,103.

    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 4,158,001 shares
    Change vs previous 13F +916,612 shares

    0.15% of the 13F portfolio, value $164,365,792.

    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 3,241,389 shares
    Change vs previous 13F -4,641 shares

    0.1% of the 13F portfolio, value $117,727,244.

    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 3,246,030 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $125,199,376.

    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).