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Disclosery

FIRST TRUST ADVISORS LP: UNFI position timeline

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

FIRST TRUST ADVISORS LP held 19,081 UNFI 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 19,081 shares
    Change vs previous 13F -27,170 shares

    <0.01% of the 13F portfolio, value $871,429.

    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 46,251 shares
    Change vs previous 13F +28,180 shares

    <0.01% of the 13F portfolio, value $2,084,070.

    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 18,071 shares
    Change vs previous 13F -103,085 shares

    <0.01% of the 13F portfolio, value $608,450.

    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 121,156 shares
    Change vs previous 13F +44,201 shares

    <0.01% of the 13F portfolio, value $4,557,888.

    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 76,955 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,793,821.

    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).