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FIRST TRUST ADVISORS LP: TU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on TU, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 12,454,284 TU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,454,284 shares
    Change vs previous 13F +2,610,186 shares

    0.08% of the 13F portfolio, value $131,655,506.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,844,098 shares
    Change vs previous 13F +486,043 shares

    0.09% of the 13F portfolio, value $126,343,137.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,358,055 shares
    Change vs previous 13F +1,879,419 shares

    0.09% of the 13F portfolio, value $123,254,502.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,478,636 shares
    Change vs previous 13F +743,471 shares

    0.09% of the 13F portfolio, value $117,922,022.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,735,165 shares
    Change vs previous 13F -788,418 shares

    0.09% of the 13F portfolio, value $108,166,868.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,523,583 shares
    Change vs previous 13F +268,975 shares

    0.1% of the 13F portfolio, value $107,890,032.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,254,608 shares
    Change vs previous 13F +509,976 shares

    0.09% of the 13F portfolio, value $98,371,854.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,744,632 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $113,173,561.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).