First Trust Advisors

First Trust Advisors’s Woodside Energy WDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.7M	Buy	1,119,202 +229,625	+26%	+$4.47M	0.02%	798
2025 Q4	$13.9M	Buy	889,577 +270,674	+44%	+$4.31M	0.01%	985
2025 Q3	$9.31M	Sell	618,903 -36,422	-6%	-$600K	0.01%	1114
2025 Q2	$10.1M	Sell	655,325 -15,128	-2%	-$212K	0.01%	1083
2025 Q1	$9.71M	Sell	670,453 -31,910	-5%	-$485K	0.01%	1057
2024 Q4	$11M	Buy	702,363 +157,618	+29%	+$2.53M	0.01%	1026
2024 Q3	$9.39M	Sell	544,745 -61,793	-10%	-$1.1M	0.01%	1056
2024 Q2	$11.4M	Buy	606,538 +138,165	+29%	+$2.57M	0.01%	973
2024 Q1	$9.35M	Sell	468,373 -26,223	-5%	-$531K	0.01%	1035
2023 Q4	$10.4M	Sell	494,596 -18,108	-4%	-$386K	0.01%	987
2023 Q3	$11.9M	Buy	512,704 +43,504	+9%	+$1.06M	0.01%	935
2023 Q2	$10.9M	Sell	469,200 -20,269	-4%	-$464K	0.01%	988
2023 Q1	$11M	Sell	489,469 -252,965	-34%	-$6.08M	0.01%	965
2022 Q4	$18M	Sell	742,434 -34,494	-4%	-$818K	0.02%	761
2022 Q3	$15.7M	Buy	+776,928	New	+$17.1M	0.02%	789

Other funds holding WDS

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return