First Trust Advisors’s Utz Brands UTZ Stock Holding History

First Trust Advisors’s Portfolio UTZ Stock Details UTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$480K	Buy	60,630 +12,783	+27%	+$119K	﹤0.01%	2363
2025 Q4	$497K	Buy	47,847 +7,656	+19%	+$82.6K	﹤0.01%	2341
2025 Q3	$488K	Buy	+40,191	New	+$532K	﹤0.01%	2317
2025 Q2	–	Sell	-26,039	Closed	-$367K	–	2712
2025 Q1	$367K	Buy	+26,039	New	+$358K	﹤0.01%	2322
2024 Q2	–	Sell	-140,662	Closed	-$2.59M	–	2432
2024 Q1	$2.59M	Buy	140,662 +112,320	+396%	+$2M	﹤0.01%	1618
2023 Q4	$460K	Sell	28,342 -82,566	-74%	-$1.09M	﹤0.01%	2157
2023 Q3	$1.49M	Sell	110,908 -36,470	-25%	-$562K	﹤0.01%	1813
2023 Q2	$2.41M	Sell	147,378 -57,375	-28%	-$985K	﹤0.01%	1610
2023 Q1	$3.37M	Buy	204,753 +203	+0.1%	+$3.36K	﹤0.01%	1436
2022 Q4	$3.24M	Buy	+204,550	New	+$3.39M	﹤0.01%	1459
2022 Q2	–	Sell	-117,518	Closed	-$1.74M	–	2614
2022 Q1	$1.74M	Buy	+117,518	New	+$1.84M	﹤0.01%	1826
2021 Q3	–	Sell	-71,360	Closed	-$1.55M	–	2642
2021 Q2	$1.55M	Sell	71,360 -68,855	-49%	-$1.72M	﹤0.01%	1898
2021 Q1	$3.48M	Buy	+140,215	New	+$3.4M	﹤0.01%	1461

Other funds holding UTZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors's UTZ Position: Q1 2026 in Review

First Trust Advisors increased its Utz Brands (UTZ) stake by 27% in Q1 2026, buying an estimated $119K and bringing the position to 60,630 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

First Trust Advisors first reported a position in UTZ in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.48M in Q1 2021. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

First Trust Advisors held 60,630 shares of Utz Brands worth $480K as of Q1 2026.
First Trust Advisors bought 12,783 Utz Brands shares in Q1 2026, an estimated $119K.
Utz Brands made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2363 holding.
First Trust Advisors first reported a position in Utz Brands in Q1 2021 and has held it in 13 quarters since.
First Trust Advisors's Utz Brands position peaked at $3.48M in Q1 2021.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.