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Disclosery

FIRST TRUST ADVISORS LP: UPBD position timeline

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

FIRST TRUST ADVISORS LP held 221,265 UPBD 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 221,265 shares
    Change vs previous 13F +24,739 shares

    <0.01% of the 13F portfolio, value $4,695,243.

    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 196,526 shares
    Change vs previous 13F +71,598 shares

    <0.01% of the 13F portfolio, value $3,547,294.

    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 124,928 shares
    Change vs previous 13F +20,918 shares

    <0.01% of the 13F portfolio, value $2,193,735.

    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 104,010 shares
    Change vs previous 13F -3,569 shares

    <0.01% of the 13F portfolio, value $2,457,756.

    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 107,579 shares
    Change vs previous 13F +28,476 shares

    <0.01% of the 13F portfolio, value $2,700,232.

    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 79,103 shares
    Change vs previous 13F +8,357 shares

    <0.01% of the 13F portfolio, value $1,895,307.

    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 70,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,063,660.

    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).