First Trust Advisors’s Wallbox WBX Stock Holding History

First Trust Advisors’s Portfolio WBX Stock Details WBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-31,176	Closed	-$312K	–	2635
2024 Q4	$312K	Sell	31,176 -2,113	-6%	-$33.4K	﹤0.01%	2373
2024 Q3	$812K	Sell	33,289 -242	-0.7%	-$6.61K	﹤0.01%	2067
2024 Q2	$879K	Sell	33,531 -3,921	-10%	-$114K	﹤0.01%	1992
2024 Q1	$1.06M	Sell	37,452 -5,822	-13%	-$175K	﹤0.01%	1968
2023 Q4	$1.51M	Sell	43,274 -2,580	-6%	-$92.3K	﹤0.01%	1838
2023 Q3	$2.06M	Buy	45,854 +3,998	+10%	+$261K	﹤0.01%	1672
2023 Q2	$2.96M	Sell	41,856 -406	-1%	-$26.8K	﹤0.01%	1509
2023 Q1	$4.13M	Sell	42,262 -1,777	-4%	-$177K	﹤0.01%	1331
2022 Q4	$3.15M	Sell	44,039 -699	-2%	-$79.2K	﹤0.01%	1478
2022 Q3	$7.05M	Sell	44,738 -1,479	-3%	-$263K	0.01%	1059
2022 Q2	$8.21M	Sell	46,217 -1,935	-4%	-$416K	0.01%	1022
2022 Q1	$12.3M	Buy	+48,152	New	+$12.8M	0.01%	982

Other funds holding WBX

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

First Trust Advisors's WBX Position: Q1 2025 in Review

First Trust Advisors sold out of Wallbox (WBX) in Q1 2025, closing a stake of 31,176 shares — an estimated $312K sold.

First Trust Advisors first reported a position in WBX in Q1 2022 and held it in 12 quarters. The position peaked at $12.3M in Q1 2022. 29 funds tracked by Wall St. Rank hold WBX as of Q1 2025.

First Trust Advisors reported no remaining Wallbox position as of Q1 2025 after selling out during the quarter.
First Trust Advisors sold 31,176 Wallbox shares in Q1 2025, an estimated $312K.
First Trust Advisors first reported a position in Wallbox in Q1 2022 and held it in 12 quarters.
First Trust Advisors's Wallbox position peaked at $12.3M in Q1 2022.
29 funds tracked by Wall St. Rank held Wallbox as of Q1 2025.

Based on First Trust Advisors's 13F filing for Q1 2025, filed 14 May 2025.