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FIRST TRUST ADVISORS LP: UMBF position timeline

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

FIRST TRUST ADVISORS LP held 914,990 UMBF 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 914,990 shares
    Change vs previous 13F +15,590 shares

    0.08% of the 13F portfolio, value $130,623,973.

    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 899,400 shares
    Change vs previous 13F +96,149 shares

    0.07% of the 13F portfolio, value $101,443,326.

    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 803,251 shares
    Change vs previous 13F +222,325 shares

    0.07% of the 13F portfolio, value $92,405,995.

    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 580,926 shares
    Change vs previous 13F +178,297 shares

    0.05% of the 13F portfolio, value $68,752,592.

    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 402,629 shares
    Change vs previous 13F +121,043 shares

    0.03% of the 13F portfolio, value $42,340,465.

    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 281,586 shares
    Change vs previous 13F +154,955 shares

    0.03% of the 13F portfolio, value $28,468,344.

    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 126,631 shares
    Change vs previous 13F -853 shares

    0.01% of the 13F portfolio, value $14,291,574.

    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 127,484 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $13,399,843.

    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).