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Disclosery

FIRST TRUST ADVISORS LP: UPWK position timeline

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

FIRST TRUST ADVISORS LP held 11,771 UPWK 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 11,771 shares
    Change vs previous 13F -352,573 shares

    <0.01% of the 13F portfolio, value $98,405.

    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 364,344 shares
    Change vs previous 13F +20,366 shares

    <0.01% of the 13F portfolio, value $3,993,210.

    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 343,978 shares
    Change vs previous 13F +160,085 shares

    <0.01% of the 13F portfolio, value $6,817,643.

    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 183,893 shares
    Change vs previous 13F -127,206 shares

    <0.01% of the 13F portfolio, value $3,414,893.

    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 311,099 shares
    Change vs previous 13F +242,516 shares

    <0.01% of the 13F portfolio, value $4,181,170.

    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 68,583 shares
    Change vs previous 13F -175,184 shares

    <0.01% of the 13F portfolio, value $895,008.

    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 243,767 shares
    Change vs previous 13F +204,596 shares

    <0.01% of the 13F portfolio, value $3,985,590.

    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 39,171 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $409,336.

    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).