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FIRST TRUST ADVISORS LP: USFD position timeline

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

FIRST TRUST ADVISORS LP held 146,445 USFD 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 146,445 shares
    Change vs previous 13F +2,272 shares

    0.01% of the 13F portfolio, value $14,974,001.

    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 144,173 shares
    Change vs previous 13F -36,541 shares

    0.01% of the 13F portfolio, value $13,294,192.

    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 180,714 shares
    Change vs previous 13F +15,414 shares

    0.01% of the 13F portfolio, value $13,611,377.

    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 165,300 shares
    Change vs previous 13F -5,207 shares

    0.01% of the 13F portfolio, value $12,665,285.

    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 170,507 shares
    Change vs previous 13F -99,075 shares

    0.01% of the 13F portfolio, value $13,130,743.

    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 269,582 shares
    Change vs previous 13F +61,562 shares

    0.02% of the 13F portfolio, value $17,646,837.

    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 208,020 shares
    Change vs previous 13F -49,041 shares

    0.01% of the 13F portfolio, value $14,033,029.

    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 257,061 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,809,251.

    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).