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FIRST TRUST ADVISORS LP: UPS position timeline

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

FIRST TRUST ADVISORS LP held 3,573,307 UPS 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 3,573,307 shares
    Change vs previous 13F -57,826 shares

    0.23% of the 13F portfolio, value $384,130,093.

    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 3,631,133 shares
    Change vs previous 13F +988,442 shares

    0.26% of the 13F portfolio, value $357,230,713.

    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 2,642,691 shares
    Change vs previous 13F -82,980 shares

    0.19% of the 13F portfolio, value $262,128,625.

    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 2,725,671 shares
    Change vs previous 13F +305,032 shares

    0.17% of the 13F portfolio, value $227,675,195.

    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 2,420,639 shares
    Change vs previous 13F +239,695 shares

    0.2% of the 13F portfolio, value $244,339,467.

    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 2,180,944 shares
    Change vs previous 13F +413,163 shares

    0.21% of the 13F portfolio, value $239,882,117.

    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 1,767,781 shares
    Change vs previous 13F +66,917 shares

    0.2% of the 13F portfolio, value $222,917,075.

    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 1,700,864 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $231,895,792.

    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).