First Trust Advisors
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First Trust Advisors’s Perella Weinberg Partners PWP Stock Holding History

First Trust Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.86M Buy
2025
Q2 		$2.83M Buy
2023
Q1 		– Sell
2022
Q4 		$322K Buy
2022
Q3 		$121K Buy
2022
Q2 		$59K Buy