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FIRST TRUST ADVISORS LP: USLM position timeline

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

FIRST TRUST ADVISORS LP held 488,301 USLM 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 488,301 shares
    Change vs previous 13F +46,350 shares

    0.03% of the 13F portfolio, value $51,110,465.

    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 441,951 shares
    Change vs previous 13F +203,030 shares

    0.04% of the 13F portfolio, value $57,723,220.

    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 238,921 shares
    Change vs previous 13F +30,165 shares

    0.02% of the 13F portfolio, value $28,608,400.

    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 208,756 shares
    Change vs previous 13F +15,887 shares

    0.02% of the 13F portfolio, value $27,461,851.

    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 192,869 shares
    Change vs previous 13F +142,308 shares

    0.02% of the 13F portfolio, value $19,248,326.

    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 50,561 shares
    Change vs previous 13F -24,273 shares

    <0.01% of the 13F portfolio, value $4,468,581.

    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 74,834 shares
    Change vs previous 13F -14,522 shares

    0.01% of the 13F portfolio, value $9,933,465.

    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 89,356 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,726,506.

    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).