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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Buy |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $2.11M | Sell |
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|
2024
Q1 | $2.04M | Buy |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.55M | Buy |
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|
2023
Q2 | $212K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $624K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $1.44M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.84M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q3 | $153K | Sell |
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|
2020
Q2 | $187K | Sell |
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|
2020
Q1 | $233K | Sell |
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|
2019
Q4 | $441K | Sell |
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|
2019
Q3 | $437K | Sell |
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|
2019
Q2 | $553K | Sell |
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|
2019
Q1 | $616K | Sell |
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|
2018
Q4 | $667K | Sell |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $939K | Sell |
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|
2017
Q4 | $982K | Buy |
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|
2017
Q3 | $1.09M | Sell |
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|
2017
Q2 | $1.89M | Sell |
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|
2017
Q1 | $1.84M | Sell |
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|
2016
Q4 | $2.31M | Buy |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $672K | Buy |
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|
2016
Q1 | $578K | Sell |
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|
2015
Q4 | $668K | Buy |
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|
2015
Q3 | $398K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $216K | Buy |
|