First Trust Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
18,703
+988
| +6% | +$29.7K | ﹤0.01% | 2234 |
|
|
2025
Q1 | $502K | Buy |
17,715
+34
| +0.2% | +$964 | ﹤0.01% | 2238 |
|
|
2024
Q4 | $522K | Buy |
17,681
+33
| +0.2% | +$974 | ﹤0.01% | 2237 |
|
|
2024
Q3 | $497K | Sell |
17,648
-74,853
| -81% | -$2.11M | ﹤0.01% | 2172 |
|
|
2024
Q2 | $2.11M | Sell |
92,501
-5,609
| -6% | -$128K | ﹤0.01% | 1686 |
|
|
2024
Q1 | $2.04M | Buy |
98,110
+1,752
| +2% | +$36.5K | ﹤0.01% | 1734 |
|
|
2023
Q4 | $2.12M | Buy |
96,358
+7,213
| +8% | +$159K | ﹤0.01% | 1686 |
|
|
2023
Q3 | $1.55M | Buy |
89,145
+77,396
| +659% | +$1.35M | ﹤0.01% | 1792 |
|
|
2023
Q2 | $212K | Sell |
11,749
-2,885
| -20% | -$52.2K | ﹤0.01% | 2287 |
|
|
2023
Q1 | $347K | Sell |
14,634
-9,229
| -39% | -$219K | ﹤0.01% | 2214 |
|
|
2022
Q4 | $624K | Buy |
23,863
+12,713
| +114% | +$332K | ﹤0.01% | 2113 |
|
|
2022
Q3 | $262K | Sell |
11,150
-45,558
| -80% | -$1.07M | ﹤0.01% | 2355 |
|
|
2022
Q2 | $1.44M | Sell |
56,708
-3,562
| -6% | -$90.6K | ﹤0.01% | 1840 |
|
|
2022
Q1 | $1.61M | Sell |
60,270
-1,167
| -2% | -$31.2K | ﹤0.01% | 1852 |
|
|
2021
Q4 | $1.84M | Buy |
61,437
+6,902
| +13% | +$206K | ﹤0.01% | 1819 |
|
|
2021
Q3 | $1.49M | Buy |
54,535
+39,300
| +258% | +$1.08M | ﹤0.01% | 1880 |
|
|
2021
Q2 | $402K | Buy |
15,235
+969
| +7% | +$25.6K | ﹤0.01% | 2325 |
|
|
2021
Q1 | $408K | Buy |
14,266
+2,723
| +24% | +$77.9K | ﹤0.01% | 2267 |
|
|
2020
Q4 | $238K | Buy |
11,543
+867
| +8% | +$17.9K | ﹤0.01% | 2254 |
|
|
2020
Q3 | $153K | Sell |
10,676
-939
| -8% | -$13.5K | ﹤0.01% | 2256 |
|
|
2020
Q2 | $187K | Sell |
11,615
-2,689
| -19% | -$43.3K | ﹤0.01% | 2269 |
|
|
2020
Q1 | $233K | Sell |
14,304
-2,174
| -13% | -$35.4K | ﹤0.01% | 2150 |
|
|
2019
Q4 | $441K | Sell |
16,478
-634
| -4% | -$17K | ﹤0.01% | 2154 |
|
|
2019
Q3 | $437K | Sell |
17,112
-3,930
| -19% | -$100K | ﹤0.01% | 2174 |
|
|
2019
Q2 | $553K | Sell |
21,042
-4,162
| -17% | -$109K | ﹤0.01% | 2072 |
|
|
2019
Q1 | $616K | Sell |
25,204
-5,733
| -19% | -$140K | ﹤0.01% | 2059 |
|
|
2018
Q4 | $667K | Sell |
30,937
-11,723
| -27% | -$253K | ﹤0.01% | 2019 |
|
|
2018
Q3 | $1.13M | Buy |
42,660
+1,027
| +2% | +$27.2K | ﹤0.01% | 1919 |
|
|
2018
Q2 | $1.15M | Buy |
41,633
+7,737
| +23% | +$213K | ﹤0.01% | 1891 |
|
|
2018
Q1 | $939K | Sell |
33,896
-1,098
| -3% | -$30.4K | ﹤0.01% | 1809 |
|
|
2017
Q4 | $982K | Buy |
34,994
+1,004
| +3% | +$28.2K | ﹤0.01% | 1852 |
|
|
2017
Q3 | $1.09M | Sell |
33,990
-29,045
| -46% | -$930K | ﹤0.01% | 1822 |
|
|
2017
Q2 | $1.89M | Sell |
63,035
-7,888
| -11% | -$236K | 0.01% | 1512 |
|
|
2017
Q1 | $1.84M | Sell |
70,923
-3,715
| -5% | -$96.2K | 0.01% | 1546 |
|
|
2016
Q4 | $2.31M | Buy |
74,638
+29,204
| +64% | +$902K | 0.01% | 1353 |
|
|
2016
Q3 | $1.06M | Buy |
45,434
+13,469
| +42% | +$315K | ﹤0.01% | 1680 |
|
|
2016
Q2 | $672K | Buy |
31,965
+2,361
| +8% | +$49.6K | ﹤0.01% | 1867 |
|
|
2016
Q1 | $578K | Sell |
29,604
-2,423
| -8% | -$47.3K | ﹤0.01% | 1886 |
|
|
2015
Q4 | $668K | Buy |
32,027
+11,328
| +55% | +$236K | ﹤0.01% | 1883 |
|
|
2015
Q3 | $398K | Buy |
+20,699
| New | +$398K | ﹤0.01% | 2031 |
|
|
2015
Q1 | – | Sell |
-10,686
| Closed | -$216K | – | 2310 |
|
|
2014
Q4 | $216K | Buy |
+10,686
| New | +$216K | ﹤0.01% | 2157 |
|