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FIRST TRUST ADVISORS LP: UFCS position timeline

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

FIRST TRUST ADVISORS LP held 80,724 UFCS 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 80,724 shares
    Change vs previous 13F +10,272 shares

    <0.01% of the 13F portfolio, value $4,233,166.

    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 70,452 shares
    Change vs previous 13F +731 shares

    <0.01% of the 13F portfolio, value $2,610,951.

    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 69,721 shares
    Change vs previous 13F +1,352 shares

    <0.01% of the 13F portfolio, value $2,534,358.

    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 68,369 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,079,784.

    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).