First Trust Advisors’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $70M | Sell |
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|
2025
Q2 | $66M | Buy |
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|
2025
Q1 | $72.9M | Buy |
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|
2024
Q4 | $90.3M | Buy |
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|
2024
Q3 | $63.3M | Sell |
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|
2024
Q2 | $59.8M | Buy |
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|
2024
Q1 | $65M | Buy |
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|
2023
Q4 | $63.6M | Buy |
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|
2023
Q3 | $58.7M | Sell |
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|
2023
Q2 | $64.2M | Buy |
|
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|
2023
Q1 | $64.6M | Sell |
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|
2022
Q4 | $59.7M | Sell |
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|
2022
Q3 | $75.7M | Buy |
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|
2022
Q2 | $63.4M | Buy |
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|
2022
Q1 | $111M | Buy |
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|
2021
Q4 | $121M | Sell |
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|
2021
Q3 | $135M | Buy |
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|
2021
Q2 | $50.9M | Sell |
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|
2021
Q1 | $41.5M | Sell |
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|
2020
Q4 | $52.4M | Sell |
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|
2020
Q3 | $36.6M | Sell |
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|
2020
Q2 | $37M | Buy |
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|
2020
Q1 | $13M | Buy |
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|
2019
Q4 | $16.5M | Sell |
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|
2019
Q3 | $17.4M | Sell |
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|
2019
Q2 | $23.6M | Buy |
|