Position in UFPI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,686,176
-$1,392,379 QoQ
Shares Held
73,685
-16.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 383 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $133,714,738 across 3 Lumber & Wood Production names. UFPI ranks #2 (5.0% of the industry book) .
All Filings in UFPI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,686,176 | 73,685 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,078,555 | 87,696 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,484,216 | 71,216 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,545,297 | 80,707 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $20,806,679 | 209,407 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $35,031,087 | 327,271 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $89,205,957 | 791,886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $74,575,040 | 568,364 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $54,256,272 | 484,431 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $49,788,051 | 404,748 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,563,675 | 291,228 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,646,758 | 240,691 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,355,383 | 271,565 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,611,606 | 246,780 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $19,952,138 | 251,762 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $18,232,522 | 252,668 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,800,007 | 261,227 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $17,653,745 | 228,794 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,323,175 | 133,933 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $5,216,989 | 76,743 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,982,712 | 67,026 | Shares | Other | 2021-10-12 | |
| 2021-03-31 | $5,315,853 | 70,093 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,068,182 | 37,231 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,830,302 | 32,389 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,688,637 | 34,107 | Shares | Sole | 2020-07-22 | |
| No filing history on record for this holder in this stock. | ||||||