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Disclosery

FIRST TRUST ADVISORS LP: USMV position timeline

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

FIRST TRUST ADVISORS LP held 8,678 USMV 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 8,678 shares
    Change vs previous 13F -84,809 shares

    <0.01% of the 13F portfolio, value $837,077.

    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 93,487 shares
    Change vs previous 13F +84,729 shares

    0.01% of the 13F portfolio, value $8,669,947.

    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 8,758 shares
    Change vs previous 13F -148 shares

    <0.01% of the 13F portfolio, value $824,678.

    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 8,906 shares
    Change vs previous 13F +1,061 shares

    <0.01% of the 13F portfolio, value $847,317.

    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 7,845 shares
    Change vs previous 13F +2,201 shares

    <0.01% of the 13F portfolio, value $736,423.

    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 5,644 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $528,617.

    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 5,817 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $516,491.

    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).