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Disclosery

FIRST TRUST ADVISORS LP: U position timeline

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

FIRST TRUST ADVISORS LP held 228,528 U 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 228,528 shares
    Change vs previous 13F -359,995 shares

    <0.01% of the 13F portfolio, value $6,531,330.

    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 588,523 shares
    Change vs previous 13F -148,383 shares

    0.01% of the 13F portfolio, value $12,912,153.

    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 736,906 shares
    Change vs previous 13F +72,646 shares

    0.02% of the 13F portfolio, value $32,549,205.

    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 664,260 shares
    Change vs previous 13F +649,971 shares

    0.02% of the 13F portfolio, value $26,596,866.

    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 14,289 shares
    Change vs previous 13F -34,690 shares

    <0.01% of the 13F portfolio, value $345,793.

    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 48,979 shares
    Change vs previous 13F -407,806 shares

    <0.01% of the 13F portfolio, value $959,498.

    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 456,785 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,263,902.

    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).