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Disclosery

FIRST TRUST ADVISORS LP: UI position timeline

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

FIRST TRUST ADVISORS LP held 42,198 UI 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 42,198 shares
    Change vs previous 13F +16,748 shares

    0.01% of the 13F portfolio, value $22,535,007.

    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 25,450 shares
    Change vs previous 13F -13,016 shares

    0.01% of the 13F portfolio, value $20,112,893.

    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 38,466 shares
    Change vs previous 13F +4,737 shares

    0.02% of the 13F portfolio, value $21,285,169.

    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 33,729 shares
    Change vs previous 13F +2,893 shares

    0.02% of the 13F portfolio, value $22,280,712.

    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 30,836 shares
    Change vs previous 13F -4,027 shares

    0.01% of the 13F portfolio, value $12,693,644.

    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 34,863 shares
    Change vs previous 13F +483 shares

    0.01% of the 13F portfolio, value $10,812,414.

    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 34,380 shares
    Change vs previous 13F -23,882 shares

    0.01% of the 13F portfolio, value $11,411,756.

    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 58,262 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $12,917,850.

    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).