First Trust Advisors
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First Trust Advisors’s Universal Logistics Holdings ULH Stock Holding History

First Trust Advisors’s Portfolio ULH Stock Details ULH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-136,107
Closed -$3.19M – 2717
2025
Q3 		$3.19M Buy
136,107
+6,854
+5% +$173K ﹤0.01% 1612
2025
Q2 		$3.28M Buy
129,253
+39,633
+44% +$982K ﹤0.01% 1579
2025
Q1 		$2.35M Sell
89,620
-6,961
-7% -$238K ﹤0.01% 1714
2024
Q4 		$4.44M Buy
+96,581
New +$4.5M ﹤0.01% 1428
2020
Q3 		– Sell
-15,653
Closed -$272K – 2485
2020
Q2 		$272K Buy
15,653
+910
+6% +$12.9K ﹤0.01% 2169
2020
Q1 		$193K Sell
14,743
-3,181
-18% -$52.5K ﹤0.01% 2214
2019
Q4 		$340K Sell
17,924
-1,085
-6% -$22.6K ﹤0.01% 2248
2019
Q3 		$443K Buy
19,009
+3,866
+26% +$83.6K ﹤0.01% 2171
2019
Q2 		$340K Buy
15,143
+145
+1% +$3.1K ﹤0.01% 2260
2019
Q1 		$295K Sell
14,998
-77
-0.5% -$1.6K ﹤0.01% 2276
2018
Q4 		$273K Buy
15,075
+2,568
+21% +$67.3K ﹤0.01% 2283
2018
Q3 		$460K Buy
+12,507
New +$415K ﹤0.01% 2228

Other funds holding ULH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

First Trust Advisors's ULH Position: Q4 2025 in Review

First Trust Advisors sold out of Universal Logistics Holdings (ULH) in Q4 2025, closing a stake of 136,107 shares — an estimated $3.19M sold.

First Trust Advisors first reported a position in ULH in Q3 2018 and held it in 12 quarters. The position peaked at $4.44M in Q4 2024. 69 funds tracked by Wall St. Rank hold ULH as of Q4 2025.

  • First Trust Advisors reported no remaining Universal Logistics Holdings position as of Q4 2025 after selling out during the quarter.
  • First Trust Advisors sold 136,107 Universal Logistics Holdings shares in Q4 2025, an estimated $3.19M.
  • First Trust Advisors first reported a position in Universal Logistics Holdings in Q3 2018 and held it in 12 quarters.
  • First Trust Advisors's Universal Logistics Holdings position peaked at $4.44M in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Universal Logistics Holdings as of Q4 2025.

Based on First Trust Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.