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Disclosery

FIRST TRUST ADVISORS LP: UBS position timeline

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

FIRST TRUST ADVISORS LP held 183,740 UBS 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 183,740 shares
    Change vs previous 13F -1,719 shares

    0.01% of the 13F portfolio, value $9,109,243.

    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 185,459 shares
    Change vs previous 13F +26,707 shares

    0.01% of the 13F portfolio, value $7,229,181.

    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 158,752 shares
    Change vs previous 13F -6,799 shares

    0.01% of the 13F portfolio, value $7,386,474.

    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 165,551 shares
    Change vs previous 13F -34,008 shares

    0.01% of the 13F portfolio, value $6,770,312.

    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 199,559 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $6,750,588.

    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 199,556 shares
    Change vs previous 13F -42,915 shares

    0.01% of the 13F portfolio, value $6,119,746.

    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 242,471 shares
    Change vs previous 13F +28,585 shares

    0.01% of the 13F portfolio, value $7,393,547.

    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 213,886 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,587,043.

    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).