First Trust Advisors
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First Trust Advisors’s Universal Technical Institute UTI Stock Holding History

First Trust Advisors’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
243,382
+121,334
+99% +$4.66M 0.01% 1204
2026
Q1 		$4.41M Sell
122,048
-55,826
-31% -$1.76M ﹤0.01% 1516
2025
Q4 		$4.65M Sell
177,874
-9,268
-5% -$262K ﹤0.01% 1446
2025
Q3 		$6.09M Sell
187,142
-36,327
-16% -$1.07M ﹤0.01% 1285
2025
Q2 		$7.57M Buy
+223,469
New +$7.01M 0.01% 1175
2023
Q3 		– Sell
-91,374
Closed -$631K – 2495
2023
Q2 		$631K Buy
91,374
+925
+1% +$6.23K ﹤0.01% 2084
2023
Q1 		$668K Buy
90,449
+7,405
+9% +$52.8K ﹤0.01% 2064
2022
Q4 		$558K Sell
83,044
-5,771
-6% -$38.1K ﹤0.01% 2154
2022
Q3 		$483K Buy
+88,815
New +$621K ﹤0.01% 2221
2021
Q3 		– Sell
-79,146
Closed -$514K – 2641
2021
Q2 		$514K Sell
79,146
-2,670
-3% -$15.8K ﹤0.01% 2274
2021
Q1 		$478K Buy
81,816
+6,780
+9% +$41.9K ﹤0.01% 2224
2020
Q4 		$485K Sell
75,036
-3,305
-4% -$18.9K ﹤0.01% 2121
2020
Q3 		$398K Buy
+78,341
New +$551K ﹤0.01% 2100
2016
Q3 		– Sell
-10,932
Closed -$25K – 2393
2016
Q2 		$25K Sell
10,932
-174,610
-94% -$596K ﹤0.01% 2269
2016
Q1 		$800K Sell
185,542
-396,927
-68% -$1.55M ﹤0.01% 1774
2015
Q4 		$2.71M Buy
582,469
+350,001
+151% +$1.62M 0.01% 1234
2015
Q3 		$816K Buy
232,468
+87,896
+61% +$492K ﹤0.01% 1803
2015
Q2 		$1.24M Buy
144,572
+78,204
+118% +$707K ﹤0.01% 1718
2015
Q1 		$637K Buy
66,368
+9,725
+17% +$90.3K ﹤0.01% 1904
2014
Q4 		$557K Buy
56,643
+10,874
+24% +$114K ﹤0.01% 1950
2014
Q3 		$428K Buy
+45,769
New +$518K ﹤0.01% 1974
2014
Q2 		– Sell
-11,257
Closed -$146K – 2291
2014
Q1 		$146K Sell
11,257
-62,648
-85% -$823K ﹤0.01% 2211
2013
Q4 		$1.03M Buy
73,905
+14,866
+25% +$197K 0.01% 1621
2013
Q3 		$716K Buy
59,039
+20,806
+54% +$237K ﹤0.01% 1718
2013
Q2 		$395K Buy
+38,233
New +$440K ﹤0.01% 1922

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Trust Advisors's UTI Position: Q2 2026 in Review

First Trust Advisors increased its Universal Technical Institute (UTI) stake by 99% in Q2 2026, buying an estimated $4.66M and bringing the position to 243,382 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1204.

First Trust Advisors first reported a position in UTI in Q2 2013 and has held it in 25 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • First Trust Advisors held 243,382 shares of Universal Technical Institute worth $10.4M as of Q2 2026.
  • First Trust Advisors bought 121,334 Universal Technical Institute shares in Q2 2026, an estimated $4.66M.
  • Universal Technical Institute made up 0.01% of First Trust Advisors's portfolio in Q2 2026, its #1204 holding.
  • First Trust Advisors first reported a position in Universal Technical Institute in Q2 2013 and has held it in 25 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.