FIRST TRUST ADVISORS LP

Position in UTI — Universal Technical Institute Inc

CIK 1125816 Wheaton, IL

Position in UTI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,409,448

+$6,003,516 QoQ

Shares Held

243,382

+99.4% QoQ

Ownership

0.442%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#54

of 262 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $149,213,065 across 9 Education & Training Services names. UTI ranks #2 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRDO	PERDOCEO EDUCATION Corp	3,141,381	$100,524,192
2	UTI	Universal Technical Institute Inc This page	243,382	$10,409,448
3	LAUR	Laureate Education, Inc.	278,558	$10,117,226
4	LOPE	Grand Canyon Education, Inc.	49,782	$7,124,301
5	CVSA	Covista Inc.	49,358	$6,152,968
6	LRN	Stride, Inc.	71,158	$6,136,665
7	STRA	Strategic Education, Inc.	55,570	$4,257,773
8	APEI	American Public Education Inc	69,569	$3,735,855

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,409,448	243,382	+99.4%	Shares	Sole	2026-08-11
2026-03-31	$4,405,932	122,048	-31.4%	Shares	Sole	2026-05-13
2025-12-31	$4,647,847	177,874	-5.0%	Shares	Sole	2026-02-13
2025-09-30	$6,091,472	187,142	-16.3%	Shares	Sole	2025-11-12
2025-06-30	$7,573,364	223,469	+144.6%	Shares	Sole	2025-08-13
2023-06-30	$631,394	91,374	+1.0%	Shares	Sole	2023-08-14
2023-03-31	$667,513	90,449	+8.9%	Shares	Sole	2023-05-15
2022-12-31	$558,055	83,044	-6.5%	Shares	Sole	2023-02-09
2022-09-30	$483,153	88,815	+12.2%	Shares	Sole	2022-11-14
2021-06-30	$513,657	79,146	-3.3%	Shares	Sole	2021-10-12
2021-03-31	$477,805	81,816	+9.0%	Shares	Sole	2021-05-14
2020-12-31	$484,732	75,036	-4.2%	Shares	Sole	2021-02-02
2020-09-30	$397,972	78,341	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.