First Trust Advisors’s United Fire Group UFCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.61M | Buy |
70,452
+731
| +1% | +$27K | ﹤0.01% | 1798 |
|
|
2025
Q4 | $2.53M | Buy |
69,721
+1,352
| +2% | +$46.2K | ﹤0.01% | 1768 |
|
|
2025
Q3 | $2.08M | Buy |
+68,369
| New | +$2.01M | ﹤0.01% | 1825 |
|
|
2020
Q2 | – | Sell |
-8,004
| Closed | -$261K | – | 2465 |
|
|
2020
Q1 | $261K | Buy |
8,004
+573
| +8% | +$23.3K | ﹤0.01% | 2115 |
|
|
2019
Q4 | $325K | Sell |
7,431
-437
| -6% | -$19.5K | ﹤0.01% | 2260 |
|
|
2019
Q3 | $370K | Buy |
+7,868
| New | +$374K | ﹤0.01% | 2226 |
|
|
2019
Q2 | – | Sell |
-6,235
| Closed | -$273K | – | 2503 |
|
|
2019
Q1 | $273K | Sell |
6,235
-4,471
| -42% | -$223K | ﹤0.01% | 2291 |
|
|
2018
Q4 | $594K | Sell |
10,706
-9,934
| -48% | -$512K | ﹤0.01% | 2066 |
|
|
2018
Q3 | $1.05M | Buy |
20,640
+2,469
| +14% | +$132K | ﹤0.01% | 1944 |
|
|
2018
Q2 | $991K | Buy |
18,171
+7,941
| +78% | +$413K | ﹤0.01% | 1933 |
|
|
2018
Q1 | $490K | Sell |
10,230
-9,750
| -49% | -$439K | ﹤0.01% | 2029 |
|
|
2017
Q4 | $911K | Buy |
19,980
+1,499
| +8% | +$70.1K | ﹤0.01% | 1887 |
|
|
2017
Q3 | $847K | Sell |
18,481
-990
| -5% | -$42.9K | ﹤0.01% | 1907 |
|
|
2017
Q2 | $858K | Sell |
19,471
-11,711
| -38% | -$508K | ﹤0.01% | 1903 |
|
|
2017
Q1 | $1.33M | Buy |
31,182
+692
| +2% | +$31.1K | ﹤0.01% | 1733 |
|
|
2016
Q4 | $1.5M | Sell |
30,490
-3,562
| -10% | -$158K | ﹤0.01% | 1621 |
|
|
2016
Q3 | $1.44M | Buy |
34,052
+4,664
| +16% | +$199K | ﹤0.01% | 1517 |
|
|
2016
Q2 | $1.25M | Sell |
29,388
-27,152
| -48% | -$1.15M | ﹤0.01% | 1563 |
|
|
2016
Q1 | $2.48M | Buy |
56,540
+13,601
| +32% | +$536K | 0.01% | 1185 |
|
|
2015
Q4 | $1.65M | Sell |
42,939
-34,316
| -44% | -$1.3M | ﹤0.01% | 1500 |
|
|
2015
Q3 | $2.71M | Buy |
77,255
+11,671
| +18% | +$404K | 0.01% | 1232 |
|
|
2015
Q2 | $2.15M | Sell |
65,584
-693
| -1% | -$21.7K | 0.01% | 1489 |
|
|
2015
Q1 | $2.11M | Sell |
66,277
-10,010
| -13% | -$294K | 0.01% | 1453 |
|
|
2014
Q4 | $2.27M | Sell |
76,287
-13,881
| -15% | -$408K | 0.01% | 1381 |
|
|
2014
Q3 | $2.5M | Sell |
90,168
-10,107
| -10% | -$293K | 0.01% | 1254 |
|
|
2014
Q2 | $2.94M | Buy |
100,275
+20,936
| +26% | +$598K | 0.01% | 1156 |
|
|
2014
Q1 | $2.41M | Buy |
79,339
+31,933
| +67% | +$896K | 0.01% | 1296 |
|
|
2013
Q4 | $1.36M | Sell |
47,406
-19,080
| -29% | -$570K | 0.01% | 1511 |
|
|
2013
Q3 | $2.03M | Buy |
66,486
+40,592
| +157% | +$1.17M | 0.01% | 1217 |
|
|
2013
Q2 | $643K | Buy |
+25,894
| New | +$719K | ﹤0.01% | 1674 |
|
Other funds holding UFCS
VCM
SFM
VPM
