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Livermore
Livermore
ZHEN

First Trust Advisors LP

SEC CIK
0001125816
Latest filing
Aug 11, 2026

UPBD holding history

Upbound Group, Inc. in every 13F filed by First Trust Advisors LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPBD overviewAll 13F holders of UPBDFull Q2 2026 holdings

Shares (Q2 2026)
221,265
Value
$4.70M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of UPBD by First Trust Advisors LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026221,265$4.70M<0.1%+24,739+12.6%AddedHolders
Q1 2026196,526$3.55M<0.1%+71,598+57.3%AddedHolders
Q4 2025124,928$2.19M<0.1%+20,918+20.1%AddedHolders
Q3 2025104,010$2.46M<0.1%−3,569−3.3%ReducedHolders
Q2 2025107,579$2.70M<0.1%+28,476+36.0%AddedHolders
Q1 202579,103$1.90M<0.1%+8,357+11.8%AddedHolders
Q4 202470,746$2.06M<0.1%+70,746NewHolders
Q2 20240$00.0%−20,524−100.0%Sold outHolders
Q1 202420,524$722.6K<0.1%+444+2.2%AddedHolders
Q4 202320,080$682.1K<0.1%−42,629−68.0%ReducedHolders
Q3 202362,709$1.85M<0.1%+39,175+166.5%AddedHolders
Q2 202323,534$732.6K<0.1%−37,203−61.3%ReducedHolders
Q1 202360,737$1.49M<0.1%−49,919−45.1%ReducedHolders
Q4 2022110,656$2.50M<0.1%−39,030−26.1%ReducedHolders
Q3 2022149,686$2.62M<0.1%−360−0.2%ReducedHolders
Q2 2022150,046$2.92M<0.1%+90,616+152.5%AddedHolders
Q1 202259,430$1.50M<0.1%−113,190−65.6%ReducedHolders
Q4 2021172,620$8.29M<0.1%+74,018+75.1%AddedHolders
Q3 202198,602$5.54M<0.1%−26,881−21.4%ReducedHolders
Q2 2021125,483$6.66M<0.1%+5,275+4.4%AddedHolders
Q1 2021120,208$6.93M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.