First Trust Advisors’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $349K | Sell |
10,177
-1,405
| -12% | -$47.5K | ﹤0.01% | 2423 |
|
|
2025
Q4 | $379K | Sell |
11,582
-4,525
| -28% | -$142K | ﹤0.01% | 2400 |
|
|
2025
Q3 | $484K | Sell |
16,107
-2,596
| -14% | -$79.7K | ﹤0.01% | 2319 |
|
|
2025
Q2 | $562K | Buy |
18,703
+988
| +6% | +$28.8K | ﹤0.01% | 2234 |
|
|
2025
Q1 | $502K | Buy |
17,715
+34
| +0.2% | +$1.01K | ﹤0.01% | 2238 |
|
|
2024
Q4 | $522K | Buy |
17,681
+33
| +0.2% | +$981 | ﹤0.01% | 2237 |
|
|
2024
Q3 | $497K | Sell |
17,648
-74,853
| -81% | -$2M | ﹤0.01% | 2172 |
|
|
2024
Q2 | $2.11M | Sell |
92,501
-5,609
| -6% | -$119K | ﹤0.01% | 1686 |
|
|
2024
Q1 | $2.04M | Buy |
98,110
+1,752
| +2% | +$35.6K | ﹤0.01% | 1734 |
|
|
2023
Q4 | $2.12M | Buy |
96,358
+7,213
| +8% | +$135K | ﹤0.01% | 1686 |
|
|
2023
Q3 | $1.55M | Buy |
89,145
+77,396
| +659% | +$1.42M | ﹤0.01% | 1792 |
|
|
2023
Q2 | $212K | Sell |
11,749
-2,885
| -20% | -$56.5K | ﹤0.01% | 2287 |
|
|
2023
Q1 | $347K | Sell |
14,634
-9,229
| -39% | -$244K | ﹤0.01% | 2214 |
|
|
2022
Q4 | $624K | Buy |
23,863
+12,713
| +114% | +$341K | ﹤0.01% | 2113 |
|
|
2022
Q3 | $262K | Sell |
11,150
-45,558
| -80% | -$1.15M | ﹤0.01% | 2355 |
|
|
2022
Q2 | $1.44M | Sell |
56,708
-3,562
| -6% | -$91.4K | ﹤0.01% | 1840 |
|
|
2022
Q1 | $1.61M | Sell |
60,270
-1,167
| -2% | -$34.3K | ﹤0.01% | 1852 |
|
|
2021
Q4 | $1.84M | Buy |
61,437
+6,902
| +13% | +$201K | ﹤0.01% | 1819 |
|
|
2021
Q3 | $1.49M | Buy |
54,535
+39,300
| +258% | +$1.05M | ﹤0.01% | 1880 |
|
|
2021
Q2 | $402K | Buy |
15,235
+969
| +7% | +$27.2K | ﹤0.01% | 2325 |
|
|
2021
Q1 | $408K | Buy |
14,266
+2,723
| +24% | +$69K | ﹤0.01% | 2267 |
|
|
2020
Q4 | $238K | Buy |
11,543
+867
| +8% | +$15.5K | ﹤0.01% | 2254 |
|
|
2020
Q3 | $153K | Sell |
10,676
-939
| -8% | -$14.6K | ﹤0.01% | 2256 |
|
|
2020
Q2 | $187K | Sell |
11,615
-2,689
| -19% | -$43.1K | ﹤0.01% | 2269 |
|
|
2020
Q1 | $233K | Sell |
14,304
-2,174
| -13% | -$49.7K | ﹤0.01% | 2150 |
|
|
2019
Q4 | $441K | Sell |
16,478
-634
| -4% | -$16.4K | ﹤0.01% | 2154 |
|
|
2019
Q3 | $437K | Sell |
17,112
-3,930
| -19% | -$102K | ﹤0.01% | 2174 |
|
|
2019
Q2 | $553K | Sell |
21,042
-4,162
| -17% | -$104K | ﹤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% | -$285K | ﹤0.01% | 2019 |
|
|
2018
Q3 | $1.13M | Buy |
42,660
+1,027
| +2% | +$28.6K | ﹤0.01% | 1919 |
|
|
2018
Q2 | $1.15M | Buy |
41,633
+7,737
| +23% | +$222K | ﹤0.01% | 1891 |
|
|
2018
Q1 | $939K | Sell |
33,896
-1,098
| -3% | -$30.8K | ﹤0.01% | 1809 |
|
|
2017
Q4 | $982K | Buy |
34,994
+1,004
| +3% | +$29.7K | ﹤0.01% | 1852 |
|
|
2017
Q3 | $1.09M | Sell |
33,990
-29,045
| -46% | -$867K | ﹤0.01% | 1822 |
|
|
2017
Q2 | $1.89M | Sell |
63,035
-7,888
| -11% | -$226K | 0.01% | 1512 |
|
|
2017
Q1 | $1.84M | Sell |
70,923
-3,715
| -5% | -$104K | 0.01% | 1546 |
|
|
2016
Q4 | $2.31M | Buy |
74,638
+29,204
| +64% | +$779K | 0.01% | 1353 |
|
|
2016
Q3 | $1.06M | Buy |
45,434
+13,469
| +42% | +$300K | ﹤0.01% | 1680 |
|
|
2016
Q2 | $672K | Buy |
31,965
+2,361
| +8% | +$47K | ﹤0.01% | 1867 |
|
|
2016
Q1 | $578K | Sell |
29,604
-2,423
| -8% | -$46.9K | ﹤0.01% | 1886 |
|
|
2015
Q4 | $668K | Buy |
32,027
+11,328
| +55% | +$229K | ﹤0.01% | 1883 |
|
|
2015
Q3 | $398K | Buy |
+20,699
| New | +$408K | ﹤0.01% | 2031 |
|
|
2015
Q1 | – | Sell |
-10,686
| Closed | -$216K | – | 2309 |
|
|
2014
Q4 | $216K | Buy |
+10,686
| New | +$212K | ﹤0.01% | 2157 |
|
Other funds holding UVSP
VCM
First Trust Advisors's UVSP Position: Q1 2026 in Review
First Trust Advisors reduced its Univest Financial (UVSP) stake by 12% in Q1 2026, selling an estimated $47.5K and leaving 10,177 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #2423.
First Trust Advisors first reported a position in UVSP in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.31M in Q4 2016. 208 funds tracked by Wall St. Rank hold UVSP as of Q1 2026.
- First Trust Advisors held 10,177 shares of Univest Financial worth $349K as of Q1 2026.
- First Trust Advisors sold 1,405 Univest Financial shares in Q1 2026, an estimated $47.5K.
- Univest Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #2423 holding.
- First Trust Advisors first reported a position in Univest Financial in Q4 2014 and has held it in 44 quarters since.
- First Trust Advisors's Univest Financial position peaked at $2.31M in Q4 2016.
- 208 funds tracked by Wall St. Rank held Univest Financial as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.