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FIRST TRUST ADVISORS LP

Position in WSO — Watsco Inc

CIK 1125816 Wheaton, IL

Position in WSO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$6,586,834
-$5,859,149 QoQ
Shares Held
15,806
-53.8% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 782 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $1,352,666,809 across 17 Industrial Distribution names. WSO ranks #12 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in WSO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,586,834 15,806
2026-03-31 $12,445,983 34,212
2025-12-31 $4,044,747 12,004
2025-09-30 $42,187,492 104,347
2025-06-30 $47,266,146 107,029
2025-03-31 $58,613,597 115,313
2024-12-31 $57,904,145 122,189
2024-09-30 $63,335,452 128,762
2024-06-30 $63,699,669 137,509
2024-03-31 $91,900,321 212,747
2023-12-31 $133,162,905 310,787
2023-09-30 $115,143,409 304,838
2023-06-30 $120,636,454 316,241
2023-03-31 $115,261,413 362,275
2022-12-31 $109,827,031 440,365
2022-09-30 $85,645,870 332,657
2022-06-30 $82,673,273 346,174
2022-03-31 $74,913,412 245,908
2021-12-31 $78,914,905 252,221
2021-09-30 $69,342,082 262,044
2021-06-30 $75,676,685 264,013
2021-03-31 $76,155,905 292,361
2020-12-31 $64,822,071 286,127
2020-09-30 $62,172,780 266,962
2020-06-30 $53,197,871 299,369
2020-03-31 $46,908,993 296,836