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Disclosery

FIRST TRUST ADVISORS LP: UL position timeline

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

FIRST TRUST ADVISORS LP held 670,102 UL 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 670,102 shares
    Change vs previous 13F -58,387 shares

    0.02% of the 13F portfolio, value $40,286,541.

    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 728,489 shares
    Change vs previous 13F +8,116 shares

    0.03% of the 13F portfolio, value $41,502,012.

    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 720,373 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $47,112,420.

    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).