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Disclosery

FIRST TRUST ADVISORS LP: UTF position timeline

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

FIRST TRUST ADVISORS LP held 127,760 UTF 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 127,760 shares
    Change vs previous 13F +1,886 shares

    <0.01% of the 13F portfolio, value $3,524,899.

    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 125,874 shares
    Change vs previous 13F +2,242 shares

    <0.01% of the 13F portfolio, value $3,257,620.

    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 123,632 shares
    Change vs previous 13F +21,567 shares

    <0.01% of the 13F portfolio, value $2,980,768.

    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 102,065 shares
    Change vs previous 13F +17,539 shares

    <0.01% of the 13F portfolio, value $2,531,212.

    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 84,526 shares
    Change vs previous 13F -1,059 shares

    <0.01% of the 13F portfolio, value $2,277,976.

    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 85,585 shares
    Change vs previous 13F +105 shares

    <0.01% of the 13F portfolio, value $2,186,697.

    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 85,480 shares
    Change vs previous 13F +1,561 shares

    <0.01% of the 13F portfolio, value $2,054,940.

    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 83,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,184,412.

    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).