FIRST TRUST ADVISORS LP
Position in BWMX — Betterware De Mexico, S.A.P.I. De C.V
CIK 1125816
Wheaton, IL
Position in BWMX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,296,683
New position
Shares Held
72,078
first reported quarter
Ownership
0.183%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 46 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $948,264,117 across 19 Specialty Retail names. BWMX ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WSM |
Williams Sonoma Inc
|
2,790,554 | $650,478,137 | |
| 2 | BBY |
Best Buy Co Inc
|
1,064,831 | $80,799,376 | |
| 3 | WINA |
Winmark Corp
|
175,481 | $74,242,501 | |
| 4 | CASY |
Caseys General Stores Inc
|
45,396 | $36,080,286 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
133,401 | $30,256,680 | |
| 6 | FIVE |
Five Below, Inc
|
91,546 | $16,459,055 | |
| 7 | ULTA |
Ulta Beauty, Inc.
|
30,329 | $13,677,772 | |
| 8 | BBWI |
Bath & Body Works, Inc.
|
364,059 | $8,420,684 |
All Filings in BWMX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,296,683 | 72,078 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||