First Trust Advisors’s Utz Brands UTZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26,039
| Closed | -$367K | – | 2712 |
|
|
2025
Q1 | $367K | Buy |
+26,039
| New | +$367K | ﹤0.01% | 2322 |
|
|
2024
Q2 | – | Sell |
-140,662
| Closed | -$2.59M | – | 2432 |
|
|
2024
Q1 | $2.59M | Buy |
140,662
+112,320
| +396% | +$2.07M | ﹤0.01% | 1618 |
|
|
2023
Q4 | $460K | Sell |
28,342
-82,566
| -74% | -$1.34M | ﹤0.01% | 2157 |
|
|
2023
Q3 | $1.49M | Sell |
110,908
-36,470
| -25% | -$490K | ﹤0.01% | 1813 |
|
|
2023
Q2 | $2.41M | Sell |
147,378
-57,375
| -28% | -$939K | ﹤0.01% | 1610 |
|
|
2023
Q1 | $3.37M | Buy |
204,753
+203
| +0.1% | +$3.34K | ﹤0.01% | 1436 |
|
|
2022
Q4 | $3.24M | Buy |
+204,550
| New | +$3.24M | ﹤0.01% | 1459 |
|
|
2022
Q2 | – | Sell |
-117,518
| Closed | -$1.74M | – | 2614 |
|
|
2022
Q1 | $1.74M | Buy |
+117,518
| New | +$1.74M | ﹤0.01% | 1826 |
|
|
2021
Q3 | – | Sell |
-71,360
| Closed | -$1.56M | – | 2642 |
|
|
2021
Q2 | $1.56M | Sell |
71,360
-68,855
| -49% | -$1.5M | ﹤0.01% | 1898 |
|
|
2021
Q1 | $3.48M | Buy |
+140,215
| New | +$3.48M | ﹤0.01% | 1461 |
|