First Trust Capital Management’s Western Midstream Partners WES Stock Holding History

First Trust Capital Management’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$553K	Buy	12,604 +6,982	+124%	+$328K	0.03%	173
2026 Q2	$246K	Buy	5,622 +380	+7%	+$16.4K	0.01%	157
2026 Q1	$216K	Buy	5,242 +4	+0.1%	+$165	0.01%	177
2025 Q4	$207K	Sell	5,238 -469	-8%	-$18.2K	0.01%	154
2025 Q3	$224K	Hold	5,707	–	–	0.01%	118
2025 Q2	$221K	Buy	+5,707	New	+$217K	0.01%	116
2025 Q1	–	Sell	-5,586	Closed	-$215K	–	103
2024 Q4	$215K	Sell	5,586 -1,710	-23%	-$66K	0.02%	90
2024 Q3	$279K	Buy	+7,296	New	+$288K	0.02%	109
2024 Q2	–	Sell	-7,296	Closed	-$259K	–	108
2024 Q1	$259K	Sell	7,296 -150	-2%	-$4.66K	0.02%	111
2023 Q4	$218K	Buy	+7,446	New	+$208K	0.02%	131

Other funds holding WES

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Texas Yale Capital Corp St. Petersburg, Florida $4.05B AUM 29.51% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

First Trust Capital Management's WES Position: Q3 2026 in Review

First Trust Capital Management increased its Western Midstream Partners (WES) stake by 124% in Q3 2026, buying an estimated $328K and bringing the position to 12,604 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #173.

First Trust Capital Management first reported a position in WES in Q4 2023 and has held it in 10 quarters since. 254 funds tracked by Wall St. Rank hold WES as of Q3 2026.

First Trust Capital Management held 12,604 shares of Western Midstream Partners worth $553K as of Q3 2026.
First Trust Capital Management bought 6,982 Western Midstream Partners shares in Q3 2026, an estimated $328K.
Western Midstream Partners made up 0.03% of First Trust Capital Management's portfolio in Q3 2026, its #173 holding.
First Trust Capital Management first reported a position in Western Midstream Partners in Q4 2023 and has held it in 10 quarters since.
254 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2026.

Based on First Trust Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.