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FIRST TRUST ADVISORS LP: UBSI position timeline

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

FIRST TRUST ADVISORS LP held 571,327 UBSI 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 571,327 shares
    Change vs previous 13F +366 shares

    0.02% of the 13F portfolio, value $26,183,916.

    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 570,961 shares
    Change vs previous 13F +39,712 shares

    0.02% of the 13F portfolio, value $23,649,204.

    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 531,249 shares
    Change vs previous 13F +10,069 shares

    0.01% of the 13F portfolio, value $20,399,961.

    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 521,180 shares
    Change vs previous 13F -1,414,799 shares

    0.01% of the 13F portfolio, value $19,393,107.

    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 1,935,979 shares
    Change vs previous 13F +1,521,864 shares

    0.06% of the 13F portfolio, value $70,527,714.

    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 414,115 shares
    Change vs previous 13F -559 shares

    0.01% of the 13F portfolio, value $14,357,367.

    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 414,674 shares
    Change vs previous 13F -28,859 shares

    0.01% of the 13F portfolio, value $15,571,008.

    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 443,533 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,455,074.

    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).