First Trust Advisors LP Wsfs Financial Corp Transaction History

First Trust Advisors LP

$101 Billion
Q3 2024

A detailed history of First Trust Advisors LP transactions in Wsfs Financial Corp stock. As of the latest transaction made, First Trust Advisors LP holds 96,216 shares of WSFS stock, worth $5.51 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

96,216

Previous 108,131 11.02%

Holding current value

$5.51 Million

Previous $5.08 Million 3.46%

% of portfolio

0.0%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$45.65 - $57.21 $543,919 - $681,657	-11,915 Reduced 11.02%	96,216 $4.91 Million
Q2 2024 Aug 13, 2024	SELL	$41.74 - $47.0 $192,463 - $216,717	-4,611 Reduced 4.09%	108,131 $5.08 Million
Q1 2024 May 13, 2024	SELL	$41.0 - $47.34 $17,671 - $20,403	-431 Reduced 0.38%	112,742 $5.09 Million
Q4 2023 Feb 13, 2024	BUY	$33.96 - $47.08 $628,973 - $871,968	18,521 Added 19.57%	113,173 $5.2 Million
Q3 2023 Nov 13, 2023	SELL	$35.43 - $44.24 $1.41 Million - $1.76 Million	-39,799 Reduced 29.6%	94,652 $3.45 Million
Q2 2023 Aug 14, 2023	BUY	$29.94 - $39.77 $1.61 Million - $2.14 Million	53,823 Added 66.75%	134,451 $5.07 Million
Q1 2023 May 15, 2023	BUY	$37.05 - $51.16 $720,659 - $995,113	19,451 Added 31.79%	80,628 $3.03 Million
Q4 2022 Feb 09, 2023	SELL	$44.36 - $49.78 $1.48 Million - $1.66 Million	-33,372 Reduced 35.3%	61,177 $2.77 Million
Q3 2022 Nov 14, 2022	SELL	$37.96 - $51.42 $304,818 - $412,902	-8,030 Reduced 7.83%	94,549 $4.39 Million
Q2 2022 Aug 12, 2022	SELL	$37.77 - $45.83 $452,900 - $549,547	-11,991 Reduced 10.47%	102,579 $4.11 Million
Q1 2022 May 13, 2022	BUY	$46.62 - $56.06 $999,299 - $1.2 Million	21,435 Added 23.01%	114,570 $5.34 Million
Q4 2021 Feb 08, 2022	SELL	$47.5 - $55.67 $32,395 - $37,966	-682 Reduced 0.73%	93,135 $4.67 Million
Q3 2021 Nov 15, 2021	BUY	$42.8 - $52.05 $243,831 - $296,528	5,697 Added 6.47%	93,817 $4.81 Million
Q2 2021 Aug 16, 2021	BUY	$46.59 - $54.54 $826,832 - $967,921	17,747 Added 25.22%	88,120 $4.11 Million
Q1 2021 May 14, 2021	SELL	$42.97 - $54.87 $2.73 Million - $3.48 Million	-63,472 Reduced 47.42%	70,373 $3.5 Million
Q4 2020 Feb 02, 2021	BUY	$27.23 - $45.24 $39,510 - $65,643	1,451 Added 1.1%	133,845 $6.01 Million
Q3 2020 Nov 05, 2020	BUY	$24.82 - $31.76 $2.1 Million - $2.69 Million	84,757 Added 177.92%	132,394 $3.57 Million
Q2 2020 Jul 22, 2020	BUY	$21.5 - $32.8 $57,512 - $87,739	2,675 Added 5.95%	47,637 $1.37 Million
Q1 2020 May 06, 2020	BUY	$19.49 - $44.0 $112,067 - $253,000	5,750 Added 14.66%	44,962 $1.12 Million
Q4 2019 Feb 03, 2020	SELL	$42.17 - $45.36 $503,847 - $541,961	-11,948 Reduced 23.35%	39,212 $1.73 Million
Q3 2019 Nov 04, 2019	BUY	$39.21 - $45.74 $108,846 - $126,974	2,776 Added 5.74%	51,160 $2.26 Million
Q2 2019 Jul 30, 2019	SELL	$39.11 - $44.25 $294,928 - $333,689	-7,541 Reduced 13.48%	48,384 $2 Million
Q1 2019 May 09, 2019	BUY	$37.51 - $44.48 $435,228 - $516,101	11,603 Added 26.18%	55,925 $2.16 Million
Q4 2018 Feb 07, 2019	SELL	$36.4 - $48.07 $2.28 Million - $3.02 Million	-62,746 Reduced 58.6%	44,322 $1.68 Million
Q3 2018 Oct 25, 2018	BUY	$46.7 - $57.55 $1.4 Million - $1.72 Million	29,951 Added 38.84%	107,068 $5.05 Million
Q2 2018 Aug 02, 2018	BUY	$47.1 - $56.2 $546,218 - $651,751	11,597 Added 17.7%	77,117 $4.11 Million
Q1 2018 Apr 23, 2018	SELL	$46.65 - $52.95 $13,015 - $14,773	-279 Reduced 0.42%	65,520 $3.14 Million
Q4 2017 Feb 08, 2018	BUY	$46.35 - $52.05 $24,287 - $27,274	524 Added 0.8%	65,799 $3.15 Million
Q3 2017 Oct 24, 2017	BUY	$42.65 - $48.75 $2.78 Million - $3.18 Million	65,275	65,275 $3.18 Million

Others Institutions Holding WSFS

# of Institutions

267

Shares Held

51.9M

Call Options Held

16.2K

Put Options Held

9.4K

View Full List

About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $3.54B
Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...

More about WSFS

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First Trust Advisors LP Wsfs Financial Corp Transaction History